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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
It's important to understand how inflation is reported and how it can affect investments.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
It may help your business be better prepared in the event of the death of a principal or key employee.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are three things to consider before dipping into retirement savings to pay for college.
When do you need a will? The answer is easy: Right Now.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Investors seeking world investments can choose between global and international funds. What's the difference?
A special needs trust helps care for a special needs child when you’re gone.