Wealth Management | Plancorp | Financial Planning (5)

For Medicare recipients, the period from October 15 through December 7 is a designated time to evaluate coverage and make certain changes if better options are available. Among the changes permitted during this time are: Read more…

Good advice. It’s not just a core service we offer our clients. Here at Plancorp, we mentor each other as well. By learning from one another’s interests, experiences, and perspectives, we strengthen our teamwide talents, for our clients and ourselves. Read more…

For Millennials, financial obligations are more overwhelming than they were for both Generation X and Baby Boomers before them. This shouldn’t come as a surprise since this generation arguably has faced more economic uncertainty than any generation since those who lived during the Great Depression. Read more…

In 2015, Jane and Josephine had been together as a couple for ten years and, the U.S. Supreme Court just declared that same-sex couples have the fundamental right to marry. Like every couple, Jane and Josephine had a lot to consider before deciding to get married or not. The first thing that they Read more…

One of our most important responsibilities is helping clients achieve financial independence. We love when we can tell them they have enough money to do whatever they want for the rest of their lives. But that milestone is hardly the end of the wealth management process. The next question we like Read more…

As the COVID-19 pandemic continues to send shockwaves through the economy, millions of people are facing financial distress. Some are turning to family members for financial help, and some are seeking government assistance. To help struggling Americans, the Coronavirus Aid, Relief, and Economic Read more…

The American Enterprise Institute estimates 91% of American families will receive a check from the US government as part of the $2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act. They also expect the average Recovery Rebate check to be $1,729, with some Americans receiving them Read more…

The COVID-19 pandemic is affecting virtually everyone in our society, and our hearts go out to all who have suffered first-hand or through friends and family. As a former practicing physician, I cannot help focusing on the plight of our healthcare workers – including nurses, aides, support staff, Read more…

We are facing risks unlike any we’ve dealt with in our lifetimes. Being told you’re in danger triggers all your evolutionary defense mechanisms intended to keep you safe. Unfortunately, none of these instinctive reactions are useful in the arena of long-term investing. Read more…

After a bumpy road for the new retirement bill in Congress, the SECURE Act came into effect on Jan. 1. Also known as the Setting Every Community Up for Retirement Enhancement Act, the law is one of the most comprehensive pieces of legislation to reform retirement savings. Read more…