Investment Insights Blog | Plancorp | InspireHer: Plancorp Women’s Initiative

Protecting Your Post Divorce Finances With Appropriate Planning

Despite recent downward trends, the facts are stark: More than 689,000 people divorced in 2021. These high numbers reveal a fundamental truth: Every year, hundreds of thousands of Americans discover just how complicated divorce finances can be. As a result, there are multiple questions to answer. Read more…

Social Security & Medicare Quick Guide from InspireHer

This blog summarizes the information and discussion shared at a recent InspireHer event at Plancorp’s office by Senior Wealth Manager, Jessie Weiss. If you are interested in learning more about the InspireHer mission to inspire financial confidence among women or to sign up receive updates about Read more…

8 Ways Women Can Invest in Themselves as Leaders

The working world is going through a revolution due to the global pandemic; professional women have had to navigate age-old issues in new ways. Women made up 47% of the workforce before the pandemic rocked our world, yet accounted for 54% of the initial job losses due to coronavirus shutdowns, Read more…

What to Know About Open Enrollment

It’s that time of year again! Fall is upon us and annual open enrollment is in full swing for a majority of companies. Open enrollment is a great time to reevaluate what makes sense for you and your family’s health. It may be tempting to just breeze through enrollment and stick with the same Read more…

What the Pandemic Has Taught Us About the Holidays

I know, I know -- it’s only November. But you can’t ignore the pumpkins in the store displays, and as soon as those come down, you’d better be ready for snowmen and candy canes. Friends, the holidays are upon us, and if you are like me, this normally triggers a sense of dread in my gut when I think Read more…

What to Know About 2021 Year-End Tax Planning

Now that we are in the 4th quarter of 2021, it’s a good time to start looking at ways to reduce your 2021 tax liability. Even though you might not know your tax liability until you file your tax return in April (or October) of 2022, in order to take advantage of some key tax saving tools, many Read more…

Ways to Strive For Financial Freedom Amidst Uncertainty

In this video, Senior Wealth Manager, Sara Gelsheimer speaks about striving for financial freedom even amidst uncertainty, and outlines steps for getting organized and setting up a financial plan. Read more…

How to Financially Prepare for a Divorce

It's not a pleasant topic, but when divorcing, you want to be as financially prepared as possible. Join Senior Wealth Manager, Sara Gelsheimer, as she walks through the 3 steps to financially prepare for a divorce.   Read more…

InspireHer Business Owner Spotlight - Dr. Becky Lynn, CEO & Founder of Evora Women's Health

Join InspireHer founder and Senior Wealth Manager, Sara Gelsheimer, for a chat with physician, founder and hard-working mom, Dr. Becky Lynn, of Evora Women's Health at St. Luke's Hospital in Chesterfield, MO. Dr. Lynn discusses starting her new women's health clinic at the beginning of the Read more…

Advice for Women from Seasoned Financial Professionals

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…

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