The Means Team

Our team specializes in wealth management and retirement planning for high net worth individuals.

[The Means Team @MeansWealth]

Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits https://t.co/yUToZUWnzm

[The Means Team @MeansWealth]

D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions. https://t.co/e1pvihAImO

[The Means Team @MeansWealth]

Do your kids have the right stuff for college? #CollegePrep https://t.co/IEpOpEWwpj

[The Means Team @MeansWealth]

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar https://t.co/VJpH8Qg3Rx

[The Means Team @MeansWealth]

When was the last time you checked your credit score? #CreditScore https://t.co/8hQ00RrcYO

[The Means Team @MeansWealth]

Childhood attitudes and habits can determine your child's health in his or her adult years. https://t.co/2grgE544rF

[The Means Team @MeansWealth]

There are four basic steps to calculating the value of an estate. https://t.co/G0KV5qdjHp

[The Means Team @MeansWealth]

You make your own investment decisions, but how familiar are you with the products? Take our short quiz. https://t.co/L5oLeFvfIc

[The Means Team @MeansWealth]

Attention Estate Executors: Do you know about the Alternate Valuation Date? https://t.co/MpPOovgN9v

[The Means Team @MeansWealth]

What does it actually cost to raise a child? You might be surprised. https://t.co/aaxwi1dxhK

[The Means Team @MeansWealth]

What to consider when shopping for a vacation home? #VacationHome https://t.co/UFCBWuiZ8l

[The Means Team @MeansWealth]

The savings rate is the government’s estimate of how much U.S. households are saving. https://t.co/jEHaTSx8QH

[The Means Team @MeansWealth]

How do the #markets usually react to elections? Was the 2016 #election any different? https://t.co/bwGOnPcWXJ

[The Means Team @MeansWealth]

“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance https://t.co/YAUcjjKCYC

[The Means Team @MeansWealth]

Ever wonder how the pros #travel? Here are some #traveltips from the pros. https://t.co/iTso6eznLO

[The Means Team @MeansWealth]

Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits https://t.co/yUToZUWnzm

[The Means Team @MeansWealth]

We’d love to hear about any changes in your current financial situation. https://t.co/q2Mrz32XUW

[The Means Team @MeansWealth]

Struggling with #studentloan #debt? Learn five strategies that may help manage your debt and save your money. https://t.co/Yh1MAPOypA

[The Means Team @MeansWealth]

Estate management is not just for old, rich people. It can be an important exercise for young adults as well. https://t.co/RXcDr4jVFq

[The Means Team @MeansWealth]

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax https://t.co/we3GEebpR6