Means Wealth Management, a family-owned wealth management and retirement planning firm established in 1935, serving clients nationwide from its offices in Maine and South Carolina, announced the following changes in leadership: Paul B. Means, Chairman…
I hope this note finds you and your family well. I have exciting news to share with you regarding changes at our firm. Over the last few years, thanks to our wonderful clients, friends, and…
It is hard to believe that the days are already growing shorter. Before we know it, the end of the year will be upon us. This means tax planning season is just around the corner.…
Most of us notice the rising cost of our grocery bills. We pay more for gas. Anyone undertaking a building project sees that the price of building materials soared. These rising costs lead many to…
Pictured Left to Right: John Dudley, David Cust, Paul Means, Susan Dietz, Wendy Porter, and Zach Means The month of May has been a refreshing month here at Means, with much to celebrate. Not only…
By: Sarah Ranger & Rachel Trafton, Maine Elder Law Firm As you know, we strongly believe in the importance of estate planning. This month we wanted to share some key estate planning information. We hope…
Earlier in March, the IRS announced a 2020 federal income tax filing deadline extension for individuals to May 17, 2021. Some states, including Maine and South Carolina, have also extended their 2020 individual income tax…
“I have some extra cash, what should I do with it?” Or, “I don’t want to invest right now, the market is too high and a correction is coming.” As advisors, we’ve heard questions and…
The term “tax season” might make you think about the dreaded task of collecting W-2s, 1099s, donation receipts, mortgage interest statements, and all the other documents needed to complete your tax return. Tax season certainly…
By: Zachary Means, CEO “The only value of stock forecasters is to make fortune-tellers look good.” – Warren Buffett. Every year, top firms, analysts, and economists provide projections on the markets’ direction and offer a…