Investment Insights Blog | Plancorp | Personal Finances

What to Know About Open Enrollment

It’s that time of year again! Fall is upon us and annual open enrollment is in full swing for a majority of companies. Open enrollment is a great time to reevaluate what makes sense for you and your family’s health. It may be tempting to just breeze through enrollment and stick with the same Read more…

5 Steps for Deep Cleaning Your Finances

In this video, Senior Wealth Manager, Sara Gelsheimer, walks through 5 actionable steps for deep cleaning your finances.  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…

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…

Investment Gifts: Creative Ways to Give Money to Your Kids

Pop Quiz: You have 10 seconds to name what your parents gave you for Christmas when you were 15. Go! It’s almost impossible to think of even one thing, right? 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 Read more…

3 Financial Considerations for Setting Up Your Business

If you have a groundbreaking entrepreneurial idea floating around your head, then you may be wondering what to consider before starting a business. One simple mentality will help — the more planning you do upfront, the better off your new business venture will be. It's just like taking a vacation. Read more…

What Does it Mean for an Investment Advisory Firm to be CEFEX Certified?

Ever wonder what goes into becoming "CEFEX-certified"? It's more of a rigorous process than you might think. CEFEX-certified firms adhere to a standard representing the best fiduciary practices in their industry. The standards include specific criteria which have been substantiated by regulation or Read more…

What You Need to Know Before Lending Money to Family

At some point, nearly everyone has frequented one of the most popular lenders: BOMAD—otherwise known as the Bank of Mom and Dad. Read more…

Stressed Out About Money? A Financial Therapist Might Help

If the financial crisis of 2008–2009 had a silver lining, it was the launch of an important new profession: the financial therapist. At the time, many families realized financial worth wasn’t their only concern. They also wanted to build healthier, happier relationships with their wealth. Read more…

3 Icebreakers For Difficult Conversations With Your Parents About Money

How do you approach difficult conversations about money with your parents? A survey from GoBankingRates found that 73 percent of adults have not had in-depth conversations about money with their parents, which comes as no surprise. Read more…

1 2 3 4