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
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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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.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.