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.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Second marriages are a trigger event to revisit any existing estate strategies.
If you find it hard to attain personal life goals, there’s an app for that!
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Tips on insuring your teen driver.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Couples may be able to head off many of the problems in a marriage that money can cause.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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 importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you have causes that you want to support with donations? Here are three tips.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.