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.
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Helpful Content
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
