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.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
It's important to understand the pros and cons when considering a prepaid debit card.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A bucket plan can help you be better prepared for a comfortable retirement.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Have you explored all of your choices when it comes to managing your taxable income?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.