BlogMeans Wealth Insights
What’s Your Perspective?
By: Jamie Stone, Chief Planning Officer “…you know what I’m craving? A little perspective. That’s it. I’d like some fresh, clear, well-seasoned perspective.” – Anton Ego (Ratatouille). As the father of three young boys, most of my cultural references these days are from some sort of children’s programming. But I … Continued
A Year of Change
At this point, you likely have heard of the term “The Great Resignation”, which refers to the sudden surge in workers leaving their jobs in 2021 and 2022. According to the U.S. Bureau of Labor Statistics, the number of resignations (also known as “quits”) rose to a high of 4.5 … Continued
Welcome David Means!
We could not think of a better way to celebrate our Chairman, Paul Means’, 50th year at the Firm than by welcoming his eldest son, David G. Means, to the Firm! Dave joins Means Wealth as a Senior Vice President and Financial Advisor, bringing over 15 years of experience in … Continued
Retirement Cash Reserves and Buckets – Strategies to Improve Retirement Distribution Planning
By: Jamie Stone, Chief Planning Officer “Do I have enough?” This is probably the most frequent question I’ve received from clients over my career. And my clients aren’t unique. This is a common, and probably the most frequent, concern people have with their financial plan, as illustrated in the chart … Continued
Maine’s New Property Tax Stabilization Program
In August 2022, a new Maine law took effect: LD 290 “An Act To Stabilize Property Taxes for Individuals 65 Years of Age or Older Who Own a Homestead for at Least 10 Years,” also known as “The Property Tax Stabilization Program.” The goal of this program is to help … Continued
A Rough Year
There is a lot of fear in the stock market and the world right now. Since I started my career here in 2009, this is the most pessimistic I have seen clients, other advisors, economists and talking heads. No doubt, there are a lot of concerning things happening, so I … Continued
Year-End Giving
The end of the year is quickly approaching, which means it is a great time to think about your end of year tasks, including charitable giving. There are a number of strategies that can be employed to help you accomplish your charitable giving goals while also ensuring you are giving … Continued
Perspectives 2022/2023
Check out our 2022/2023 Perspectives!
Prioritizing and Planning for a Successful 2023
By: Jamie Stone, Chief Planning Officer “The best thing about the future is that it comes one day at a time.” —Abraham Lincoln As we begin a New Year, many of us have a desire to accomplish or do certain things during the year ahead. These “resolutions” can come fast … Continued
Educational Seminars Offered through Means Wealth Management
Means Educational Seminar Offerings
SECURE Act 2.0 – What Employers Need to Know
On December 29, 2022, Congress passed the Consolidated Appropriations Act, also known as the SECURE Act 2.0 (the 2.0 Act), which includes several changes that impact employers, employees, and workplace retirement plans in general. The 2.0 Act includes at least 90 changes to retirement plans, so we thought it would … Continued
SECURE Act 2.0 – What Savers Need to Know
On December 29, 2022, President Joe Biden signed into law the SECURE Act 2.0 (the 2.0 Act) as part of the $1.7 trillion, 4,155-page 2023 omnibus spending bill. The 2.0 Act is referred to as the “SECURE Act 2.0” because it builds off the original SECURE Act, which was passed … Continued
