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 Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Do your insurance needs stay the same when the nest empties?
There are four very good reasons to start investing. Do you know what they are?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A collection of tips from professional travelers.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
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.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
You’ve made investments your whole life. Work with us to help make the most of them.
That big list of dreams and goals isn't the only way to look at your bucket list.
Even low inflation rates can pose a threat to investment returns.
Do you know how to set up your financial goals for success? This knight does.
Do you have causes that you want to support with donations? Here are three tips.
Taking your Social Security benefits at the right time may help maximize your benefit.