Plancorp's Investment Insights and News | InspireHer: Plancorp Women’s Initiative

Behind Kathy Lambert's 'Connections to Success'

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…

How Donor-Advised Fund Saved My Parents $15,000 In Taxes

 “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…

The Best Way to Repay Your Debt: Debt Snowball or Debt Avalanche?

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…

All in the Family: Meet Our Sister Company, BrightPlan

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…

The Money Tree (and Other Basic Investing Principles)

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…

Financial Confidence Boost: Your Financial Plan

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…

Behind Anne Zanola's 'The Breast Trivia Night Ever!'

The purpose of InspireHer is to inspire financial confidence in all women through education and impactful support. By giving women a platform to be curious, inspire and be inspired. This interview was conducted with Anne Zanola and outlines the incredible story of how The Breast Trivia Night Ever Read more…

Life in Transition: Part 2- Planning for Kids and College

Life is full of milestones, turning points and new chapters. Some are more difficult than others, but they all lead to growth and another step in our journeys. Read more…

Life in Transition: Part 1- How to Plan for Marriage

We all have points in our lives where it seems like we’re on the verge of a new chapter. For some, it might be a career change. For others, a new baby. Whatever transitions you’re personally facing, know this: Read more…

3 Considerations for Dividing Assets in a Divorce

Divorce is one of the most tumultuous life events someone can experience. Add kids to the mix, and it only gets more complicated.  The number of decisions that need to be made in a relatively short period of time can be extremely overwhelming, for example: Read more…

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