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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
The federal government requires deceased individuals to file a final income tax return.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This worksheet can help you estimate the costs of a four-year college program.
How literate are you when it comes to your finances? Brush up with these five basics.
Here are five facts about Social Security that are important to keep in mind.
There are common mistakes you can avoid when saving for retirement.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What if instead of buying that vacation home, you invested the money?
What does your home really cost?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
You’ve made investments your whole life. Work with us to help make the most of them.
A special needs trust helps care for a special needs child when you’re gone.