Plancorp Wealth Management

06/24/2026

If you’ve ever wondered how to start teaching kids about money—you’re not alone.

It doesn’t have to be complicated. Simple, consistent conversations about saving, spending, and giving can help introduce important concepts and encourage thoughtful habits over time.

📖 Take a look at a few ideas to get started:

Teaching your children or grandchildren good money habits at a young age can instill smart spending habits they'll carry with them to adulthood.

06/22/2026

Taxes don’t stop in retirement—they just change. 💭 From when you withdraw income to how different accounts are taxed, there are several factors that may influence your overall financial picture.

If you're thinking ahead about retirement (or already there), this overview highlights a few key concepts to keep in mind.

📖 Explore the full blog:

Navigate the complexities of retirement taxes and learn how to strategically plan for a more efficient financial future. Understand the impact of different income sources on your tax burden.

06/21/2026

Happy Father’s Day 💙

Today we’re celebrating the dads and father figures who show up with patience, guidance, and support both in the big moments and the everyday ones.

Thank you for all that you do.

06/18/2026

Celebrating 10 years with Plancorp 🎉

From Plan Service Coordinator to Director of Corporate Retirement Planning, Matthew Baisden, has grown alongside our firm—bringing expertise, leadership, and a commitment to helping clients succeed every step of the way.

Thank you for a decade of impact, Matt!

06/16/2026

Teamwork 👐!

Our teams recently got together for some out-of-office fun—learning new recipes 🍳, paddling together 🚣‍♂️, and spending time connecting outside the day-to-day.

Smiles all around and some great team bonding 🤝

06/10/2026

Rebalancing your portfolio may feel like routine maintenance—but it can come with potential tax considerations.

In a taxable account, selling investments that have increased in value may result in capital gains, even if the proceeds are reinvested right away. 💡

It’s a helpful reminder that portfolio adjustments may have broader financial implications, depending on your individual circumstances. 📊

👇 Read more on what to consider before making changes:
https://hubs.ly/Q04kQCJW0

Learn how rebalancing your investment portfolio can lead to unexpected capital gains taxes and discover strategies to minimize tax impacts.

06/08/2026

We’re growing! 🚀

Plancorp is hiring a Senior Tax Associate to help expand our tax services and support our clients year-round.
We’re looking for someone with:
🔹4+ years of tax experience
🔹Strong analytical skills
🔹CPA preferred

If you’re detail-oriented, proactive, and love collaborating—we’d love to hear from you! Click the link to apply 👉: https://hubs.ly/Q04kl0M70

06/04/2026

When it comes to retirement planning, understanding your options matters.

This recent blog breaks down the key differences between a Traditional IRA and a Roth IRA—including how taxes, contributions, and withdrawals work for each.

Both offer valuable benefits, but they function differently—especially when it comes to when you pay taxes.

If you’re exploring your options, this is a helpful place to start:
👉 https://hubs.ly/Q04k07180

Compare Roth IRA and Traditional IRA to find out which fits your retirement strategy best. Learn about tax benefits, contribution rules, and withdrawal regulations.

06/02/2026

🧠 Even the smartest investors can make costly mistakes.

Why? Because investing isn’t just about knowledge—it’s about behavior.

In this episode, Peter Lazaroff shares how overthinking, overconfidence, and chasing more information can leave investors feeling certain—but not necessarily correct.

🎧 Take a listen: https://hubs.ly/Q04jGHTw0

Listen Now Being Smart Does Not Save You From Bias Humans didn’t evolve for investing. Our brains are built for survival — notice a pattern, make a call, act. On the savannah, hesitation could get you killed. In markets, that same wiring pushes you to do the exact thing you’re trying to avoid:...

05/29/2026

Financial planning for physicians often starts simple—but doesn’t stay that way.

Early on, the focus is clear: managing student loans, building savings, and beginning to invest. But over time, things evolve.

As income grows and life milestones add up—buying a home, building a family, expanding investments—financial decisions stop being independent and start becoming interconnected.

👉 Looking for a clearer way to connect the dots? Read more here:

Discover how physicians can navigate financial complexity with a coordinated approach, ensuring decisions align for a secure financial future.