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achieving-goals

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How Our Family Conquered Overspending on the Holidays

Achieving Goals

How Our Family Conquered Overspending on the Holidays

Jan 30, 2019 • 3 minute read

My wife and I got serious about budgeting the year we got married. We used the “envelope system”,...

The Best Way to Fund College Education: Intro to 529 Plans

Achieving Goals

The Best Way to Fund College Education: Intro to 529 Plans

Jan 18, 2019 • 3 minute read

Of all the options available for funding your children’s college, 529 plans are by far the most...

BrightPlan Recertified for Fiduciary Excellence (And Why You Should Care)

Achieving Goals

BrightPlan Recertified for Fiduciary Excellence (And Why You Should Care)

Dec 10, 2018 • 3 minute read

One of the first things I noticed when I started to work in this industry is how hard it is for the...

BrightPlan Founder Marthin De Beer Nominated for Innovator of the Year

Achieving Goals

BrightPlan Founder Marthin De Beer Nominated for Innovator of the Year

Sep 4, 2018 • 3 minute read

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

How to Prevent Lifestyle Creep

Achieving Goals

How to Prevent Lifestyle Creep

Mar 28, 2018 • 4 minute read

If you place your hand in a bowl of lukewarm water and start heating it, you’re unlikely to notice...

5 Advantages of Using Mutual Funds to Invest for Your Goals

Achieving Goals

5 Advantages of Using Mutual Funds to Invest for Your Goals

Mar 22, 2018 • 3 minute read

I’ve always been a fan of simplicity. One of my goals in founding Plancorp in 1983 was to simplify...

Achieving Goals

"DON'T PANIC." How I Stayed Calm When Stocks Fell

Feb 16, 2018 • 4 minute read

Last week SpaceX launched their first Falcon Heavy Rocket, releasing Elon Musk’s cherry-red...

7 Reasons to Choose a Goals-Based Financial Plan

Achieving Goals

7 Reasons to Choose a Goals-Based Financial Plan

Feb 8, 2018 • 5 minute read

In many areas of our lives, the importance of goal-setting seems obvious. If you go on a diet, you...

5 Reasons to Open an IRA and Max it Out Every Year

Achieving Goals

5 Reasons to Open an IRA and Max it Out Every Year

Jan 26, 2018 • 5 minute read

The Individual Retirement Account (IRA) is perhaps the best retirement savings tool.

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