Wealth Management | Plancorp | InspireHer: Plancorp Women’s Initiative (10)

So Your Employer Provides a Retirement Plan … Now What?

Whether you just got a new job (congrats!) or you have been working for your company for a couple years, you need to be aware of certain details around your retirement plan. I regularly work with employees enrolled in the plans we advise. Here are the key takeaways I want all employees and plan Read more…

3 Lessons from My Dad that Led Me to Plancorp

Many of us think our dad is the best out there. None of us are wrong. Read more…

These Women Are Changing St. Louis for the Better

First and foremost, thank you! Thank you to the amazing women who attended our Women Who Inspire Us event. And thank you to the speakers who indeed inspired the entire room. We are so excited to be able to connect women such as yourselves and help foster relationships within our community. Read more…

3 Life Lessons I Learned in Uganda

A new year brings with it a time of reflection. It’s a great time to think about the past year: its successes and failures, its turning points and its moments of great joy. It’s also a time to use the experiences from the previous year to help shape your approach to the new year. Read more…

5 Health Insurance Questions, Answered

Healthcare. No matter where we are from or what age we are, healthcare—and how to pay for it—is in the forefront of our minds. We often field questions from clients regarding health insurance. We are more than happy to act as a resource for these types of questions, but the complexity and Read more…

3 Ways to Raise Kids that Give

“Unless someone like you cares a whole awful lot, nothing is going to get better. It’s not.” Dr. Seuss has always had a way with words, but his honesty in this quote really hits home for me. Read more…

Changing the Rules of Retirement

I bought an airline ticket last night for an upcoming trip, thinking I’d found a deal. But after taxes, facility charges and carrier-imposed fees (what are those?), I was not feeling as confident in my purchase. Unfortunately, some employers feel the same way about their 401(k) plan—unsure if Read more…

How Much Can I Afford: Home, Car, Credit Cards, and Savings?

One of the most frequent questions that I get asked by my friends and family is, “How much do I need to buy ________?” Read more…

Summary: 5 Steps to Financial Wellness

Women's Initiative founder Sara Gelsheimer shares her personal experience with giving. We strive for wellness across all aspects of our life. We take the steps necessary to be well: we eat healthier, we take the stairs – not the elevator, sometimes, and we even take time to focus on ourselves. All Read more…

Who Can Benefit from an ABLE Account?

All families face challenges when funding the various needs of their children. But many families face a completely different challenge—planning for a child with a disability. The importance of saving and planning increases tremendously when faced with such a challenge. Read more…