Plancorp Wealth Management

09/08/2026

📊 AGI. MAGI. Tax brackets. Roth eligibility. Medicare surcharges.

Many high-income earners track these numbers each year, but focusing solely on the current tax year may overlook longer-term planning opportunities.

Our latest article explores why looking beyond annual tax calculations and considering decisions across multiple years may be an important part of a comprehensive financial strategy.

📚 Learn more about multi-year tax planning for high earners: https://hubs.ly/Q04wNbvv0

Optimize your tax strategy with multi-year planning. Learn how to go beyond AGI and MAGI to minimize lifetime tax liability and build long-term wealth.

09/07/2026

🔍 The "Mega Backdoor Roth" may sound complicated, but understanding the basics can help you determine whether it's worth exploring.

This strategy may allow certain individuals to make additional after-tax contributions through their employer-sponsored retirement plan and potentially convert those funds to Roth. However, not every plan offers this option, and tax implications should be carefully considered.

Our latest article walks through the strategy step by step and highlights what to keep in mind. 💡📊

📚 Read the full article here:

The Mega Backdoor Roth IRA is a strategy for how to contribute more than the annual maximum contribution to your retirement accounts. Here’s what you need to know about the Mega Backdoor Roth.

09/07/2026

Happy Labor Day from Plancorp Wealth Management! ❤️🤍💙

Today, we celebrate the hard work and dedication of those who help our communities thrive. In observance of Labor Day, our offices are closed today.

Wishing you and your loved ones a safe and happy holiday!

09/04/2026

📖✨ A memorable evening celebrating the launch of Stay Calm by David Booth in New York City!

Grateful for the opportunity to join our friends and partners at Dimensional Fund Advisors, reconnect with so many great people, and celebrate this exciting milestone.

Congratulations to David and everyone involved in bringing this book to life! 👏📚

09/02/2026

🌱 Investing in people is one of the most meaningful ways we can support the future of the financial planning profession.

We're excited to share that our Chief People Officer, Amy, is participating in the 2026 FPA GATHER cohort, collaborating with professionals from across the industry to explore leadership, talent development, and the future of our profession. 🤝

At Plancorp, we believe learning never stops. We're proud to support opportunities that encourage professional growth, fresh ideas, and stronger connections across the industry. 📚✨

We're looking forward to hearing Amy's insights and bringing those learnings back to our team. 💙

08/31/2026

Not all wealth management firms are the same. But how do you know what differences actually matter?

Choosing a financial advisor can feel overwhelming when many firms appear to offer similar services.

In our latest article, Kevin Daniel breaks down some of the most important factors to consider, from fiduciary responsibility to comprehensive financial planning and the overall client experience.

Whether you're exploring your options or simply want to better understand the wealth management industry, this article offers valuable insights to help guide your research.

📚 Read the article: https://hubs.ly/Q04vVwLh0

Discover key differences among wealth management firms that truly matter, from fiduciary standards to comprehensive planning, to make informed decisions.

08/27/2026

🎉 Happy 5-Year Anniversary, Samantha! 🎉

Today we're celebrating Samantha Dombek and five years with Plancorp!

Since joining the firm in 2021, Sam has been an important part of our team, contributing her knowledge, professionalism, and dedication every day.

Thank you, Sam, for all you've contributed over the last five years. We appreciate everything you do and look forward to celebrating many more milestones together!

08/25/2026

📈 Most people spend years climbing the ladder.

CEO. Partner. Physician. Business Owner.

But what comes after that?

Maybe it's becoming a Professional Tee Time Coordinator. ⛳ A Passport Stamper. ✈️ A Grandkid Spoiler. ❤️ Or simply doing whatever you want. 😄

At Plancorp, we help clients think beyond "When can I retire?" and start preparing for "What do I want retirement to look like?"

A thoughtful financial plan can help bring clarity to your goals, priorities, and the next chapter you're working toward.

👇 Tell us: What's the title on your retirement LinkedIn profile?

Learn more about how Plancorp helps individuals and families plan for retirement: https://hubs.ly/Q04s_yr10

08/22/2026

📚 Just 1 month until The Perfect Portfolio launches!

Coming September 22, Peter Lazaroff's newest book explores a simple but important idea:

"A portfolio built for 'anyone' is usually built for no one in particular."

There's no shortage of investing advice out there. The Perfect Portfolio takes a different approach by examining the principles behind building an investment strategy that reflects an individual's goals, timeline, and circumstances.

If you've ever wondered what really goes into creating a thoughtful investment portfolio, this book is for you.

📖 Get exclusive updates before launch day:
https://hubs.ly/Q04tJYLY0

08/21/2026

We're proud to celebrate our Chief Compliance Officer, John Sastry, who participated in the opening ceremony of the BMW Championship in St. Louis as a Veteran.

While the tournament brings some of the world's best golfers to our city, this moment was all about recognizing those who have served our country.

Thank you, John, for your service and for representing our team so well. We couldn't be prouder! ⛳👏