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.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Bonds may outperform stocks one year only to have stocks rebound the next.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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 helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Three things to consider before dipping into retirement savings to pay for college.
There’s an alarming difference between perception and reality for current and future retirees.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Recent changes in estate tax laws could affect the strategy you have in place.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?