In this video, Senior Wealth Manager, Sara Gelsheimer speaks about striving for financial freedom even amidst uncertainty, and outlines 4 steps for getting organized and setting up a financial plan. Read more…
Estate Documents
Learn about the 5 essential documents necessary to build a solid Estate Plan from Senior Wealth Manager, Sara Gelsheimer. Read more…
Creative Ways to Give Money to Kids: Investment Gifts
Pop Quiz: You have 10 seconds to name what your parents gave you for Christmas when you were 15. Go! It’s almost impossible to think of even one thing, right? Most gifts—even the big ones—fade from our memories within months. But some gifts will continue to give years after recipients have torn off Read more…
How to Financially Prepare for a Divorce: 3 Assets You’ll Need to Split
Perhaps unsurprisingly, the number of married couples considering or actively seeking a divorce has skyrocketed during the COVID-19 pandemic. According to data collected by Legal Templates, the number of couples looking at divorce was 34% higher from March to June 2020 than in 2019. Another study Read more…
How to Pay Off Your Credit Card Debt
2020 – there’s not much more to say. This year has brought us financial pressure that some of us have never seen in our adult lives. And it wasn’t just a volatile stock market – it’s the day to day, very real pressure of paying bills and making it from month to month. Now that we’ve lived through Read more…
Stressed Out About Money? A Financial Therapist Might Help
If the financial crisis of 2008–2009 had a silver lining, it was the launch of an important new profession: the financial therapist. At the time, many families realized financial worth wasn’t their only concern. They also wanted to build healthier, happier relationships with their wealth. Read more…
3 Icebreakers For Difficult Conversations With Your Parents About Money
How do you approach difficult conversations about money with your parents? A survey from GoBankingRates found that 73 percent of adults have not had in-depth conversations about money with their parents, which comes as no surprise. 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…
How To Break Up With Your Financial Advisor
Let’s face it, relationships can be hard. Whether it’s with your plumber, your significant other, or your financial advisor, there are many legitimate reasons you may want or need to leave them … and just as many reasons it’s tough to do. Read more…
Tying the Knot? Ask Your Partner These 4 Money-Related Questions
About 37% of Millennials believe their financial health is poor, according to a report from Business Insider. Throw another person into the mix — as is the case with a wedding — and the situation only becomes more complicated. Read more…
