Cowan Financial Services is an independent, full service financial group. We work with both individuals and businesses to provide in-depth, customized strategies to complex problems affecting financial needs.
We Believe in Better, and pass it on to you.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
How Income Taxes Work
A quick look at how federal income taxes work.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
There are things about Social Security that might surprise you.
Four vacation destinations you might never have thought of.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Explore the growing influence women wield over the economy with this handy infographic.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Around the country, attitudes about retirement are shifting.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
For women, retirement strategy is a long race. It’s helpful to know the route.
What if instead of buying that vacation home, you invested the money?
Imagine your ideal post-pandemic retirement with this animated video.
All about how missing the best market days (or the worst!) might affect your portfolio.