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.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Tax preparation may be the perfect time to give the household budget a check-up.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
It's important to understand how inflation is reported and how it can affect investments.
Knowing the rules may help you decide when to start benefits.
Understanding the economy's cycles can help put current business conditions in better perspective.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
When do you need a will? The answer is easy: right now.
There’s an alarming difference between perception and reality for current and future retirees.
Learning more about gold, and its history, may help you answer that question.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Are you ready for retirement? Here are five words you should consider.
Do you have causes that you want to support with donations? Here's three tips.