Investment Insights Blog | Plancorp | Personal & Family Finances

Federal Student Loan Rates Are Going Up. Now What?

Interest Rates on Federal Student Loans Are on The Rise. Consider these 5 Key Benefits Before Bypassing Them For Private Student Loans. 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…

Investment Gifts: Creative Ways to Give Money to Kids

Most gifts—even the big ones—fade from our memories within months. But some gifts will continue to give years after recipients have torn off the wrapping paper and shrieked with joy: investment gifts. When you give money in the form of education funds, stocks, trusts, or charitable contributions, Read more…

Want to Earn More on Your Cash? Try Lending Money to a Family Member.

If interest rates are low, you have to be strategic to earn more on your cash. But before you open your wallet, understand the risks and rewards. Read more…

Ways to Strive For Financial Freedom Amidst Uncertainty

In this video, Senior Wealth Manager, Sara Gelsheimer speaks about striving for financial freedom even amidst uncertainty, and outlines steps for getting organized and setting up a financial plan. Read more…

Investing By Age Series

As you age and mature in life and in your career, your investment priorities change, and financial goals and objectives shift as well. Having the right financial advisor by your side means having a proactive partner to make sure you reach your goals during life's journey. I created this investing Read more…

Tax Reduction Strategies

Learn 5 strategies for tax reduction in this helpful video from Senior Wealth Manager, Sara Gelsheimer. 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…

What You Need to Know about Estate Planning

Developing and executing an estate plan is one of the most important pieces of your financial plan. Read more…

How to Financially Prepare for a Divorce

It's not a pleasant topic, but when divorcing, you want to be as financially prepared as possible. Join Senior Wealth Manager, Sara Gelsheimer, as she walks through the 3 steps to financially prepare for a divorce.   Read more…

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