Means Financial Group
Chesterfield, MO Financial Advisor
Private Wealth Management
For Select Individuals
At Means Financial Group, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Important items to consider when purchasing condo insurance.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here is a quick history of the Federal Reserve and an overview of what it does.
A bucket plan can help you be better prepared for a comfortable retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There’s an alarming difference between perception and reality for current and future retirees.