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.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here are some simple and inexpensive energy-saving tips that may help you save money.
This worksheet can help you estimate the costs of a four-year college program.
How to help determine life insurance needs to provide for your family after you pass away.
However exciting retiring abroad may sound, it deserves considerable planning.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
A bucket plan can help you be better prepared for a comfortable retirement.
What are your options for investing in emerging markets?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
Learn how to harness the power of compound interest for your investments.