Investment Insights Blog | Plancorp | Retirement Planning

With inflation continuing to rise, many investors are concerned about the impact that this may have on their 401(k) plans. These concerns have become even more valid as inflation rates continue to hit decades-high levels, reaching 8.52% in August 2022. Investments and their dividends don’t adjust Read more…

As another year winds down, there is a lot on business owners minds.  How do I keep my best employees? How do I reduce business expenses?  Now is a great time to assess portions of your business.  Is there a better, cheaper, way to do something?  Is there a way to make your teams life easier? Read more…

This blog summarizes the information and discussion shared at a recent InspireHer event at Plancorp’s office by Senior Wealth Manager, Jessie Weiss. If you are interested in learning more about the InspireHer mission to inspire financial confidence among women or to sign up receive updates about Read more…

While it may be a challenging subject to approach, we all know that eventual death is a certainty. What will happen to our house, cars, bank accounts, retirement plans, and other personal belongings when that occurs? What if some or all these items have outstanding debt? What if they don’t? And who Read more…

I’ve written a few articles on Cash Balance Plans; you can find everything I've written here; but I wanted to focus this piece on a specific group – content creators. Read more…

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

One of the trickier decisions of saving for retirement is determining which accounts to prioritize with your savings. Read more…

When funded early and consistently, an Individual Retirement Account (IRA) can be a cornerstone of retirement planning. By combining the magic of compounding, a long time for growth, and shelter from taxes, the wealth-building equation can really work in your favor. Read more…

The potential value of a relationship starts with the person who will be guiding your financial decisions. You’re looking for someone with deep knowledge and experience to back up their advice, and you want to gauge whether that advisor is a good fit for your family’s needs. Above all, you want Read more…

While women certainly seem to be taking a greater role in making household financial decisions, men still make the majority of them. The unfortunate reality is that women are much more likely to become widowed. In fact, more than 60 percent of women between the ages of 75 and 84 are single or Read more…