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.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The market is as unpredictable as the weather. We’d love to help you prepare.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
With alternative investments, it’s critical to sort through the complexity.
Taking your Social Security benefits at the right time may help maximize your benefit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Even low inflation rates can pose a threat to investment returns.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.