Wealth Management | Plancorp | Life Events

“I want to go somewhere in the south that has football.” Read more…

Whether you planned to have a house full of kids or no kids at all, you’re probably reading this because you are expecting a little one of your own. Congratulations! Read more…

No one plans on getting divorced, but planning for the unexpected allows you to save and protect more than just your assets. At Plancorp, we have seen first hand the impact divorce has on families and some of those negative aspects could have been avoided had an appropriate estate plan been Read more…

Related Episode We all find some degree of our purpose and identity in the work we do. As we contemplate a potentially near-term transition into retirement, it’s natural to understand the importance of being sure you’re financially ready. However, it is equally important to ensure that you are Read more…

Marriage is an exciting time for anyone, but special considerations exist for high-net-worth individuals. Real financial concerns are common: Should you consider combining finances after marriage? What sort of debt are you each bringing into the marriage? If you have more money, how will you manage Read more…

Despite recent downward trends, the facts are stark: More than 689,000 people divorced in 2021. These high numbers reveal a fundamental truth: Every year, hundreds of thousands of Americans discover just how complicated divorce finances can be. As a result, there are multiple questions to answer. Read more…

Love should always be the primary reason for two people to tie the knot, but the financial benefits of marriage are an added incentive. From the tax benefits of marriage to changes in Social Security and even the correlation between marriage and credit score, there’s a lot to be aware of after you Read more…

What are the tax implications to consider if you’re moving from one state to another? Each state has a unique set of taxes, such as property, sales, estate or inheritance, and income tax, that apply to its residents. The Tax Cuts and Acts Job put a $10,000 limit on the state and local tax Read more…

Homeownership has long been one of the biggest goals for Americans to achieve, and a cornerstone of the traditional American Dream. More than 65% of the US population owns their home – but without the help of a mortgage, many of those homeowners couldn’t afford to make the purchase. However, very Read more…

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…