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.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Tips to avoid checking in luggage on your next vacation.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Around the country, attitudes about retirement are shifting.
What does your home really cost?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Have you found yourself suddenly single? Here are 3 steps to take right now.
How will you weather the ups and downs of the business cycle?
There are a few things to consider when buying or leasing your next vehicle.