425 South Woods Mill Road
Suite 290
Town And Country, MO 63017

Cadeau

314.579.9180

 
Inflation and Your Portfolio Rightsizing for Retirement What Can a Million Dollars Buy You? Charitable Giving: Smart from the Heart

Cadeau: Noun    /kadough/

A gift or present



Cadeau is an independence financial services firm based in Town and Country, Missouri, serving individuals, families, charities, and business owners largely based in the greater St. Louis area. Our goal is to help clients build and preserve the gift of financial independence and pass that on to their loved ones.

With volatile markets and ever-changing financial solutions available, we understand how intimidating it can be to make critical investment decisions and how difficult it can be to feel confident in your financial future. Our goal is to assist clients with developing a tax-efficient financial plan that can withstand changes (both economic and personal) and help to ensure that your wealth lasts throughout your retirement years.

With more than 30 years of experience and a strong commitment to our clients, our professionals are uniquely positioned to help you address your concerns and plan for tomorrow and the years to follow. Contact us today to learn more about how we help clients focus on the intersection of Where Life Meets Wealth.

  

 

Helpful Content

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Will You Pay the AMT?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

 

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Bursting the Bubble

Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?

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