Investment Insights Blog | Plancorp | Retirement Planning

401(k) Inflation and its Impact on Your Retirement Plan

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…

What to Look for to Improve Your 401(K) in 2023

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…

Social Security & Medicare Quick Guide from InspireHer

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…

The Guide to the Estate Documents You Need to Have

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…

Cash Balance Plans for Content Creators

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…

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…

Where to Save for Retirement

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

Should I Invest in a Traditional or a Roth IRA?

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…

What to Look for in a Financial Advisor

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…

5 Things to Know in Case You Outlive Your Spouse

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…

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