Means Financial Group
St. Peters, 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 History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Don’t overlook the need for renter’s insurance if you rent your home.
Four vacation destinations you might never have thought of.
Good employee health can be great for the company’s bottom line.
Estimate the total cost in today's dollars of various mortgage alternatives.
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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The decision whether to buy or rent a home may have long-term implications.
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Estate conservation is too important to put off. Do you have a smart exit strategy?
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