Wealth Management | Plancorp | InspireHer: Plancorp Women’s Initiative (9)

We’ve heard a lot about the wage gap in the last decade or so, but the investment gap is just starting to get more press. Despite the fact that more and more are identifying themselves as their family’s primary breadwinner, bill-payer and budget-maker, women continue to lag behind men in long-term Read more…

People tend to tell me I’m a positive person, even if I don’t always feel like I am. Whether you consider yourself an optimist or not, chances are you blindly trust that at least some figures in your life—perhaps your attorney, CPA, pastor or financial advisor—are inherently “good.” After all, it’s Read more…

One of the best parts about my job as Chief Talent Officer at Plancorp is introducing new people to our firm and our partners at BrightPlan. Not only do I get to tell them about the cool things we do to help people achieve their financial goals, but I also get to hear their answers to questions Read more…

Okay, okay, all the mothers out there were right: there is nothing like the love you feel for your children. Read more…

The old adage reads, “Money can’t buy happiness.” But doesn’t money give us the freedom to do the things that make us happy? We spend our lives trying to earn as much money as possible, but at some point, don’t we need to evaluate what really brings happiness into our lives? Read more…

I always try to lighten the mood in client meetings when we begin to discuss the topic of estate planning. It is a heavy topic and not an easy one to talk or think about. No one wants to imagine a time in which they are incapacitated or pass away, and they certainly do not want to think of these Read more…

From the moment “Will you marry me?” is asked, the number of hours that goes into planning, decisions, and details for the one incredible day where two people say “I Do” is intimidating. There is an endless amount of advice out there to help you plan your dream wedding. But the most important thing Read more…

If you (or a loved one) plan to attend college during the fall 2018 semester, October 1st is an important day for you; it’s when the Department of Education starts accepting students’ Free Applications for Federal Student Aid (FAFSAs). These applications are required to access state and federal Read more…

Whether you’re a parent, grandparent or student, the phrase “college tuition” comes with some degree of sticker shock. The good news is that it becomes much more manageable when you create a roadmap and plan ahead. Read more…

Guest post by Susie Mathias, financial planning intern Read more…