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…
Importance of The Family Meeting
My grandfather (we called him Pappy-O) passed away recently, after almost two years of entrapment in his body and his mind. He was the father of three children, grandfather of six, and married to my grandmother (Mammy-O) for 65 years. For most of those years, he drank a cup of coffee with her every 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…
How to Choose the Right Type of Mortgage
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…
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…
No, You (Probably) Don't Need Permanent Life Insurance
Nearly everyone needs life insurance, but it’s easy to end up with a bad policy. That’s not your fault. It happens because of predatory sales tactics that are often used by people who sell insurance. Read more…
How to Buy and Sell a House at the Same Time
Homebuyers are opting for more living space than they have in recent years. This need for expanded square footage has led to a unique situation: people wanting to buy and sell a house at the same time. Read more…
Common Scenarios That Call for Deeper Financial Expertise
Every family is unique, and everyone has their own questions, priorities, and vision for the future. However, there are certain life events or financial situations that are especially complex and call for deeper expertise from a financial advisor. Read more…
Tying the Knot? Ask Your Partner These 4 Money-Related Questions
About 37% of Millennials believe their financial health is poor, according to a report from Business Insider. Throw another person into the mix — as is the case with a wedding — and the situation only becomes more complicated. Read more…
