Wealth Management | Plancorp | Life Events

5 Things to Know in Case You Outlive Your Partner

All too often in my career, I have walked alongside a female client as she navigated the unimaginable—her spouse had passed away and there was a financial puzzle to piece together amidst her grief. Read more…

Conducting Due Diligence on Assisted Living and Nursing Home Facilities: 50+ Questions to Ask

When I am lucky enough to have worked with a client for decades and they transition into various phases of life, it’s not uncommon for my role as a Wealth Manager to extend beyond dollars and cents into giving advice on personal matters. Read more…

Choosing The Right College: A Guide for Parents from your Financial Advocate

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

Money Saving Tips When You're Expecting a Little One

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…

Divorce & Financial Planning: A Discussion with Family Lawyers [Video]

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…

How to Transition to Retirement

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…

How Does a Prenup Work and Should You Get One?

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…

Protecting Your Post Divorce Finances With Appropriate Planning

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…

4 Financial Benefits of Marriage

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…

Tax Implications of Moving from State to State

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…

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