Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day? Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and Read more…

In July 2017, I experienced the most unimaginable and unexpected pain in the world. At nine months pregnant, I went in for a routine doctor’s appointment and found out that my baby had no heartbeat. The following day, I delivered my stillborn daughter, Greta Kathleen. She was absolutely perfect—10 Read more…

The beginning of a year is a time to reflect on the past and set goals for the future.  Maybe your 2019 goals involve eating healthier and getting more exercise.  Maybe you want to start reading more or spending more time with family.  Maybe you’ve set some financial goals – like paying off Read more…

When I’m not busy reviewing client investment portfolios or researching fund options at Plancorp, I’m an avid cook and baker.  I love to compose a gourmet dinner or whip up my favorite batch of chocolate chip cookies from scratch, while of course following my tried-and-true recipes.  Read more…

Kathy Lambert, Co-Founder and CEO, opened Dress for Success Midwest in 1998 after reading an article about Dress for Success (DfS), New York. The article explained how DfS provided interview appropriate attire to women in disadvantaged situations, helping them be on the same playing field as other Read more…

 “It’s the perfect opportunity to save taxes!” This is a statement that is typically only exclaimed by tax accountants, but as a CPA, this opportunity had me excited. I was able to proactively tax plan for two of my favorite people, my parents. After a 30+ year career, my dad was planning to retire Read more…

There are usually two ways to get to where you’re going, right? One may be the direct route on the highway with more cars and more traffic. The scenic route has fewer cars and may be more pleasant, but takes a bit longer. Read more…

If you have a good understanding of investments and your financial plan, maybe it’s time to help out your siblings, children, or grandchildren. In the last couple of years, Plancorp has been hard at work developing a solution to help more individuals to get started sooner.   Read more…

How old were you when you first started seriously thinking about money? For me, it was when I was eight, based on “The Money Tree” book that I “authored” for a third-grade assignment. Read more…

A financial plan is more than just a budget or insurance policy. It is the actions you need to take to reach your financial goals (think: helping fund your daughter’s college tuition or buying that second home on the lake). Your financial plan is unique, but to ensure confidence in the planning you Read more…