Skip to main content

8 Items to Consider Prior to Year-End

With the holiday season and end of year almost upon us, many are finding their “to-do” list is quickly growing.  Here are 8 items we want to ensure are on your end-of-year checklist: Maximize your retirement contributions. If you are eligible to participate in a 401(k), 403(b), or 457 plan, … Continued

Read More

Press Release

Means Wealth Management Announces New Leadership 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 (formerly President), Zachary P. Means, President (formerly CEO) and … Continued

Read More

Exciting Changes at Means

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 employees, our firm has grown immensely. When I started at the firm in late 2009, … Continued

Read More

How to Approach the Proposed Tax Changes

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. At present, there is much uncertainty surrounding the upcoming tax season. Earlier this year the … Continued

Read More

Investing in an Inflationary Environment

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 ask, “Is this inflation?” What should I do? Let’s start with a quick primer on … Continued

Read More

News at Means

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 have we had the pleasure of enjoying the joys of spring with the warmer weather, … Continued

Read More

Estate Planning 101

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 you enjoy this article provided by Sarah Ranger and Rachel Trafton at Maine Elder Law … Continued

Read More

Important Changes to 2021 IRS Deadlines

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, also extended their 2020 individual income tax deadline to May 17, 2021. It is important to note that the IRS did not extend … Continued

Read More

Investing at All-Time Highs

“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. A correction is coming.” As advisors, we’ve heard questions and statements like this a lot lately. With historically low interest rates, most people recognize that it … Continued

Read More

7 Questions to Ask Your Accountant This Tax Season

The term “tax season” might make you think about the dreaded task of collecting W-2s, 1099s, donation receipts, mortgage interest statements, and other documents needed to complete your tax return. Tax season certainly involves all of that. It also can be a great opportunity to work with your accountant to … Continued

Read More

The Odds

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. They offer a year-end price target, indicating where they expect the markets to end the year. “We are … Continued

Read More

Perspectives 2020/2021

Check out our Year-End Booklet, Perspectives! Click to view.

Read More