Think for a few moments about your financial goals—they might include saving for a comfortable retirement, preparing for your children’s college education, purchasing a primary or second home, or leaving a legacy to the broader community. Everyone has goals like these, even though they can sometimes take a back seat to day-to-day concerns. A financial adviser’s job is to help you clarify those goals and turn them into a reality, says Brian King, wealth manager at Plancorp. “The goals are set by the clients, and it’s our job to discover them. We’re here to do a reality check, look at those goals and educate our clients about opportunities to achieve them.”
Caring for an aging loved one can be a daunting task. And when that task becomes too difficult for family members, they often turn to a health-care provider. But how can a family determine the best type of long-term care for their relative?
A sluggish economy has hurt nonprofits since the recession—with cutbacks in government funding, a decrease in giving from both small and large donors, and increased demand, especially for nonprofits in the social services.
If anyone can outwit Father Time, it just might be Ellen Port, who recently won her ninth Missouri Women’s Golf Association Amateur Championship at The Golf Club of Creekmoor in Raymore.
If you’ve been watching the returns on your savings account lately, you might have noticed the numbers are not as high as they once were. The historically low prime rate, which gets passed along to the rates that savers earn from their banks, has many consumers wondering, Where can I find higher yield?
People are living longer, often creating more time to enjoy retirement. But with these additional golden years also comes the need to finance them. That’s why local financial advisers remind older adults that it’s never too late to plan for retirement.
Whether you have an infant, toddler or teen, most mothers—at some time—consider a return to the working world. This decision, however, often is accompanied by contradictory feelings. Guilt that you will be away from your children, relief that you will be away from your kids—or guilt that you might actually feel relieved.
Sometimes—on very rare occasions—when something sounds too good to be true, it actually isn’t. Some 51,000 people found that out in the first quarter of this year alone, through the efforts of RxOutreach, Inc.
It’s often noted that only the strongest businesses thrive during tough economic times. While it’s no secret that many financial institutions were hit hard by the economic downturn that began in 2008, Reliance Bank is among those that seem to have come out from the recession stronger.
From the grocery store to the craft store, data breaches and cyber-attacks have become the digital pick-pocketing of the retail scene. What does this mean for the average consumer, and how are financial institutions responding?
Paul and Laura Miller of 20 Minutes to Fitness are entrepreneurs who have figured out that the key to a certain kind of success is ‘total failure’—muscle failure, that is.
St. Louis has a long tradition and belief in trusts, investment-holding companies that retain and manage assets for the benefit of heirs or institutions. According to St. Louis-based wealth management advisers, local institutions manage a few billion dollars in trusts annually.
As this year’s deadline approaches, there are a few tax deductions and credits personal homeowners should remember in the coming days:
Finding the right investment adviser is like achieving the perfect fit of a custom-tailored suit. Local experts share advice on selecting the best adviser for your financial lifestyle—whether the ever-fluctuating market is down in the dumps or flying high.
There’s no question LN readers are in-the-know, so who better to ask about the things that make St. Louis stand out and stand proud? Here, we present the very best, as selected by our readers, in the 2014 Ladue News Platinum List!
To assist in the areas where legalities and finances overlap, family law firm Hais, Hais, Goldberger & Lambson has brought in a new, dual-role team member: a legal professional who also is a certified divorce financial analyst.
It stands to reason, the higher your net worth, the better off you are today and for the future. While this may be true, local advisers say what's more important is that your net worth shows whether you’re on track to reach your personal goals.
What if your family was faced with the sudden loss of a loved one, and you were responsible for gathering all the pertinent paperwork at a moment’s notice? That’s exactly what happened to Richard Fox when his father unexpectedly passed away.
When Adrian Bracy took on her leadership role at the YWCA four years ago, she was told that the organization was one of St. Louis’ best-kept secrets. To that, she responded, “Well, we don’t want to be a secret anymore!”
More than 16 million people in the United States were victims of identity theft in 2012, according to the Department of Justice. But identity theft isn’t inescapable, according to local finance experts.
Whether you’re planning for marriage, a home purchase, the birth of a child, a college education or retirement, Wells Fargo Advisors has resources to guide you each step of the way. “We have the ability to help clients through practically every financial decision in their lives, at their pace,” says Seth Barnes, senior VP and Frontenac branch manager. “All the while, our most important goal is to help them succeed financially.”
Reliance Bank is defying the sluggish economy. Following a two-year turnaround and a $31-million capital campaign led by chairman Tom Brouster, the personal and business banking institution has expanded its leadership team and set its sights on the 2014 opening of two new branches—in Frontenac and The Grove.
At its most basic level, The Press Club of Metropolitan St. Louis is a social, professional and charitable organization, with members ranging authors to editors. And the original club creation can be credited to catfish.
As leaders of their households and in the community, women play a vital role in the health of those around them. Each year, St. Luke’s Hospital Healthy Woman Award celebrates women who not only stay active in improving their own health, but also inspire better health in others. Here, read more about what makes this year’s winners healthy role models.