Wealth Management | Plancorp | InspireHer: Plancorp Women’s Initiative (6)

I often tell people that I lived a Norman Rockwell childhood. My parents provided a home full of love and encouragement. Our grandparents lived nearby and most of our extended family lived within a 30-minute drive. We celebrated holidays, birthdays, and often gathered for no reason at all. As a Read more…

Sara Gelsheimer, Senior Wealth Manager out of our St. Louis office had the opportunity to sit down with Jerilyn Klein Bier, of Financial Advisor. Sara shared her experience helping a client organize their financial life, save money on taxes, and have meaningful conversations about passing on wealth Read more…

When I accepted my first full time job which I would start after graduating from college, I was excited about having a job I knew I could build into a career. I was looking forward to moving to a city and being an “adult”, but I also had to think of the practical side of living on my own and being Read more…

As a woman in the male-dominated advisory profession, I've experienced bias. I’ve had people assume I’m the assistant or note taker and had clients call me “sweetie,” seemingly because I was the only female in the room. Some have even questioned my age and whether I'm qualified to handle their Read more…

My Grandma Eloise was one of the most spirited and energetic people I’ve ever known. She was fully herself all throughout her 9th decade – still helping my own mother and her other children regularly, in church every Sunday, cleaning her own home, driving. Unfortunately, in her early 90s she Read more…

Goals are great. They get you from point A to point B and keep you motivated along the way. That said, we all know how hard it can be to stick to your goals — especially financial ones. Read more…

The definition of “family” is more fluid than ever. It’s common to hear of second or third marriages. It’s more socially acceptable for people to cohabitate with a partner without being legally married. Children may live with or be raised by people other than their biological parents. Brothers and Read more…

My Mamo (grandmother) is no taller than 5’ tall. She has 11 children (4 girls and 7 boys) and over 50 grandchildren/great-grandchildren and counting… She is loved by so many and is the pillar of her family. Yet, she wouldn’t tell you any of this. She has Alzheimer’s Disease, and doesn’t recognize Read more…

From a young age, I’ve enjoyed giving back. Almost every year of high school and college I participated in a mission trip. Since college I’ve had the amazing opportunity to travel to Uganda to help those in need. (See some of the life lessons I learned on this amazing trip). Each trip was unique, Read more…

Instilling the value of money in our children is a difficult task for most anyone. There are so many questions to consider. What age do we start talking about money? How much of an allowance should we give our children? How should we encourage them to spend/save their money? Read more…