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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
This checklist can give you a quick snapshot of how prepared you are.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
A four-step framework for building a personal legacy.
Important items to consider when purchasing condo insurance.
Here are 4 great, and sometimes unexpected, places to raise a family.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Bucket lists don’t have to be for tomorrow.
There are three things to consider before dipping into retirement savings to pay for college.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
All about how missing the best market days (or the worst!) might affect your portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Taking your Social Security benefits at the right time may help maximize your benefit.