What You Need to Know About Estate Planning
Developing and executing an estate plan is rarely at the top of anyone’s to-do list, but it’s one of the most important pieces of anyone’s financial plan. Here’s how to tackle this topic and what you need to do to get your own plan in order.
Where to Save for Retirement: 6 Important Accounts
One of the trickier decisions of saving for retirement is determining which accounts to prioritize with your savings. Follow these guidelines to get the most out of your retirement savings.
How to Choose the Right Type of Mortgage
Like homes, mortgages come in many sizes and types. Your home is the largest purchase you’ll make so it’s crucial you understand your options and choose the right type of mortgage.
Want to Earn More on Your Cash? Try Lending to a Family Member
If interest rates are low, you have to be strategic to earn more on your cash. But before you open your wallet, understand the risks and rewards.
5 Steps to Manage Money From Sudden Wealth
An unexpected windfall of cash creates unique opportunities and complexities to your finances. Learn five ways to thoughtfully manage sudden wealth so you keep the cash you have inherited.
No, You (Probably) Don’t Need Permanent Life Insurance
Nearly everyone needs life insurance, but permanent life insurance is rarely the right answer. Here’s what you need to know and how to find the right coverage for yourself (without overpaying).
What to Know Before You Buy Your First House
Math usually indicates the idea of a starter home as an “investment” is more myth than reality. If you are looking to buy your first house, here are four things you should know first.
How to Buy and Sell A House At The Same Time
If you need to buy and sell a house at the same time, the transition is complex. Learn how to streamline the process, what to look for, and what to avoid.
The 8 Essential Elements for a Complete Financial Plan
For true peace of mind and a path to financial freedom, you need a complete financial plan. Even if you already have one, make sure all of these essential eight elements are included.
Reverse Budgeting: Creating A Budget That Actually Works
Creating a budget and sticking to it is difficult for most people because the process is time consuming and restrictive. Traditional budgeting forces you to make every decision as if you live in a spreadsheet. But guess what? You don’t live in a spreadsheet.
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Peter Lazaroff, CFA, CFP® is Plancorp’s Chief Investment Officer, a financial advisor, speaker, and author of the book Making Money Simple.
