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…
5 Steps for Deep Cleaning Your Finances
In this video, Senior Wealth Manager, Sara Gelsheimer, walks through 5 actionable steps for deep cleaning your finances. 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…
Tax Reduction Strategies
Learn 5 strategies for tax reduction in this helpful video from Senior Wealth Manager, Sara Gelsheimer. Read more…
How to Save if You're Expecting a Baby
Join busy parents and Plancorp employees, Senior Wealth Manager, Sara Gelsheimer, and Chief Investment Officer, Peter Lazaroff, as they talk through important financial considerations to keep in mind when saving for a baby. Read more…
Investment Gifts: Creative Ways to Give Money to Your Kids
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…
3 Financial Considerations for Setting Up Your Business
If you have a groundbreaking entrepreneurial idea floating around your head, then you may be wondering what to consider before starting a business. One simple mentality will help — the more planning you do upfront, the better off your new business venture will be. It's just like taking a vacation. Read more…
Things to Consider Before You Buy a Home
Join Plancorp Senior Wealth Manager, Sara Gelsheimer, as she goes through the 6 misconceptions and considerations to keep in mind when contemplating a home purchase. Read more…
