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.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Don’t overlook the need for renter’s insurance if you rent your home.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
How long does a $20 bill last?
It's important to understand how inflation is reported and how it can affect investments.
Understanding the value of a home warranty.
There are four very good reasons to start investing. Do you know what they are?
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
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.
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Do you have causes that you want to support with donations? Here are three tips.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Learn how to harness the power of compound interest for your investments.
Peer-to-peer payment apps are one of the newest ways to send money.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What is your plan for health care during retirement?