Join busy parents and Plancorp employees, Senior Wealth Manager, Sara Gelsheimer, and Chief Investment Officer, Peter Lazaroff, as they talk through important financial considerations to keep in mind when saving for a baby. Read more…
Getting the Most Out of 529 College Savings Plans
Want to get the most out of your 529 College Savings Plan? If one of these special situations apply, you may be able to shop 529 plans in an effort to reduce fees and gain access to additional features and benefits not available in your state-sponsored plan. Don't miss this short informative video Read more…
Daniel Lee Speaks to NerdWallet on Why Savings Rates Rates Are so Low?
Daniel Lee, Senior Wealth Manager out of our Silicon Valley office recently contributed to an article on NerdWallet on why savings rates are so low and what to do about it. A excerpt can be found below, click the link below to read the article in it's entirety. Read more…
5 Key Questions About 529 College Savings Plans
If you’re a parent, odds are you’ve already been mulling over how you’ll help pay for your kids’ higher education when the time comes. Read more…
The Power of Compounding
Time mixed with the power of compounding is the most potent combination for wealth creation. Read more…
How Much Money to Put in Your Emergency Fund
Emergency funds. Everyone has heard of them, and most of us know we need to have cash ready for unexpected expenses. But what many do not know is how much money they, specifically, should set aside. Read more…
How to Put Your Paycheck to Work
You work hard for your paycheck. So shouldn’t your paycheck work for you? If you’re like most people, you’ve wondered what to do with your money. It can be tempting to spend it as it comes in, even if you know you should be saving. But to get the most out of your income, it’s important that you Read more…
Are You a Saver or an Investor?
Picture yourself holding a $100 bill in your hand. What sounds more appealing: Read more…
How to Set Up Your Emergency Fund
Your emergency fund can help you cover the cost of life’s unpleasant surprises like medical bills, car repairs, or even job loss. Without one, these unfortunate situations become even worse, as you could face some tough decisions when things don’t go according to plan. Read more…
How I Spent $50 to Save $2,000
I’m sure you’ve noticed there’s a common formula behind most “easy ways to save money” articles. It goes something like this: Read more…
