What to Do With Your Old 401(k)
Understand the options for your 401(k) when you leave a company.
BrightPlan Recertified for Fiduciary Excellence (And Why You Should Care)
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
Sometimes it has to get personal to force thinking outside the box. Marthin De Beer had become...
How to Prevent Lifestyle Creep
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
I’ve always been a fan of simplicity. One of my goals in founding Plancorp in 1983 was to simplify...
"DON'T PANIC." How I Stayed Calm When Stocks Fell
Last week SpaceX launched their first Falcon Heavy Rocket, releasing Elon Musk’s cherry-red...
7 Reasons to Choose a Goals-Based Financial Plan
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
The Individual Retirement Account (IRA) is perhaps the best retirement savings tool.
4 Steps to Improve Your Finances in 2018
The New Year brings with it new resolutions for self-improvement. Many people want to improve their...
BrightPlan Launches, Bringing Fiduciary Advice to Everyone
After a venturous couple of years and many late nights and long weekends, I’m pleased to announce...