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Your 2019 Year-End Financial Checklist

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Your 2019 Year-End Financial Checklist

Finish strong financially in 2019 and set yourself up for a money 2020.

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Your 2019 Year-End Financial Checklist

Building Wealth

Your 2019 Year-End Financial Checklist

Dec 3, 2019 • 4 minute read

Do you like “Year-End” lists? Best movies of the year, top songs, cutest animals. We like lists...
Getting the Most out of Your ESPP Part 2: Tax Considerations

Building Wealth

Getting the Most out of Your ESPP Part 2: Tax Considerations

Nov 21, 2019 • 4 minute read

In Part 1, we learned ESPP lingo, how the discount works, and contribution considerations. Now,...
Getting the Most Out of Your ESPP: Part 1

Investing

Getting the Most Out of Your ESPP: Part 1

Sep 27, 2019 • 4 minute read

An ESPP (short for Employer Stock Purchase Plan) is a super valuable benefit offered by some...
How an HSA Can Boost Your Retirement Savings

Building Wealth

How an HSA Can Boost Your Retirement Savings

Sep 13, 2019 • 4 minute read

When it comes to picking a health insurance plan, the options can seem confusing. For years, I...
The Case Against Permanent Life Insurance

Plan For Life

The Case Against Permanent Life Insurance

Aug 20, 2019 • 5 minute read

Nearly everyone needs life insurance, but it’s easy to end up with a bad policy.
Time Beats Timing

Investing

Time Beats Timing

Aug 15, 2019 • 3 minute read

In times of market volatility, it’s tempting to think about the possibility of buying and selling...
Disability Insurance: The Missing Piece of Your Financial Plan

Plan For Life

Disability Insurance: The Missing Piece of Your Financial Plan

Aug 8, 2019 • 5 minute read

Five years ago when my wife and I were expecting our first child, I was quick to get term life...
Our Advice in a Stock Market Swoon

Investing

Our Advice in a Stock Market Swoon

Aug 2, 2019 • 2 minute read

We know that when markets drop it can be hard to stomach. As our Co-Chief Investment Officer, Peter...
4 Fund Fees Every Investor Should Know

Investing

4 Fund Fees Every Investor Should Know

Jul 3, 2019 • 4 minute read

As a Portfolio Analyst for Plancorp, I get a steady stream of emails from fund companies inviting...
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© 2019 BrightPlan LLC

This material has been prepared for informational purposes only and should not be used as investment, tax, legal or accounting advice. All investing involves risk. Past performance is no guarantee of future results. Diversification does not ensure a profit or guarantee against a loss. You should consult your own investment, tax, legal and accounting advisors. BrightPlan LLC is an SEC-registered investment adviser that only offers digital investment advice. Plancorp LLC is an affiliated SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. BrightPlan is a trademark of BrightPlan LLC, Plancorp is a registered trademark of Plancorp LLC, both registered in the U.S. Patent and Trademark Office. Please see BrightPlan's and Plancorp's ADV Brochures for more important information. By using this website, you accept our Terms of Use and Privacy Policy.