Plan For Life

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...

Investing

Our Advice in a Stock Market Swoon

We know that when markets drop it can be hard to stomach. As our Co-Chief Investment Officer, Peter...

Building Wealth

The Top Five Benefits of Investing in a 401(k)

On average, Social Security replaces around 40% of income for retirees, and even less for high...

Plan For Life

Zestimate Your Home Value in BrightPlan

Your home is one of the biggest investments you’ll ever own, and that makes it a key part of your...

Building Wealth

The Best Way to Repay Your Debt: Debt Snowball or Debt Avalanche?

There are usually two ways to get to where you’re going, right? One may be the direct route on the...

Achieving Goals

BrightPlan Founder Marthin De Beer Nominated for Innovator of the Year

Sometimes it has to get personal to force thinking outside the box. Marthin De Beer had become...

Building Wealth

The Most Common 401(k) Mistakes People Make - And How to Fix Them

As a Retirement Plan Advisor for Plancorp, I spend a lot of my days talking to retirement plan...

Building Wealth

Savings Rate or Rate of Return? How to Focus Your Attention for Long-Term Financial Success

As a young professional, one of the best pieces of advice I received was to save and invest 15% of...

Plan For Life

How an Emergency Fund Helped Me Land My Dream Job

"Life is like a box of chocolates. You never know what you're gonna get." Amen to that, Forrest...