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…
Self-Employed? Here’s What You Need To Know About Retirement Planning
In 2019, more than 16 million American workers were self-employed. In 2020, the coronavirus pandemic forced even more Americans to become their own bosses. Read more…
Make the Most of Your New Hourly Role
The cruel irony of economic downturns is their tendency to disproportionately impact the populations least equipped to withstand them. The downturn caused by the ongoing Covid-19 pandemic is no different. Read more…
