Social Security: By the Numbers Estate Management 101 Ready for Retirement?

Welcome to Bowman Financial Group

Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. Faithfully serving clients since 1989, we have over 25 years of experience. We pride ourselves on service and relationships. Every client of Bowman Financial Group is treated as a member of our family with whom we want to develop a caring and lasting relationship. We consider it an honor and a privilege to help our clients work towards making sound investment and retirement decisions that will contribute toward a secure financial future.

Helpful Content

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?


A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

View all articles arrow

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

View all videos arrow