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
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
