Wealth Management | Plancorp | Retirement Planning (5)

Whether you just got a new job (congrats!) or you have been working for your company for a couple years, you need to be aware of certain details around your retirement plan. I regularly work with employees enrolled in the plans we advise. Here are the key takeaways I want all employees and plan Read more…

When I first meet a potential client, I’m always disheartened to see the poor retirement plans offered by employers. Read more…

I bought an airline ticket last night for an upcoming trip, thinking I’d found a deal. But after taxes, facility charges and carrier-imposed fees (what are those?), I was not feeling as confident in my purchase. Unfortunately, some employers feel the same way about their 401(k) plan—unsure if Read more…

Some companies offer stocks that allow individual investors to invest in securities tied to the future earnings of professional athletes. However, some financial advisors advise caution, saying that these kinds of risks are not wise for long-term investment strategies and may be better suited for a Read more…

On November 2, 2015, President Obama signed into law the Bipartisan Budget Act of 2015, legislation that raises the federal debt limit and establishes the framework for a two-year budget deal. The legislation, needed to avoid an impending default on U.S. debt, also contains multiple unrelated Read more…

Last week President Obama signed the Bipartisan Budget Act of 2015, which raised the federal debt limit and avoided another debt ceiling issue. Tucked within this new law is a provision labeled “closure of unintended loopholes,” which eliminates a couple strategies for maximizing Social Security Read more…

I recently contributed to a FiduciaryNews.com story examining how today’s 401k plans may be unrecognizable to the first ones created in the early 1980s. Five dramatic differences between modern 401k plans and their distant Reagan-era cousins: Read more…