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

Welcome to Bowman Financial Group

Here at Bowman Financial Group, we pride ourselves on being there for our clients and getting back to the basics of helping one another. Offering Financial and Insurance Services for over 25 years, we are committed to helping pre-retirees and retirees achieve financial security for themselves and their families. Many financial advisors focus only on helping you accumulate assets. Our job is to help you look forward and plan ahead to cut future tax bills, avoid unwanted risks and help you avoid financial problems in your retirement years and in your estate plan.

Our simple, no obligation, 3 Step Review is a great way of helping you get a handle on your true needs and desires and whether or not your current strategies match up with your plans for today and your future.

Learn more about our 3 Step Review now by calling 800-360-3454 or Contact us today.

The wonderful benefit of our 3 Step Review is that it applies to any financial decision or concern you have, and it helps you stop your money from falling through the cracks, and it assures that any major financial decision is right for you. In other words, learn what questions to ask before making any financial decision and identify ways to assure your decisions are in your best interest.
Do you have a specific area of concern?

  • Investment Planning
  • Income Planning
  • Estate Planning
  • Tax Planning
  • Asset Protection Planning
  • Medicare Planning
  • Charitable Planning
  • Real Estate
  • Financial Planning
  • Business Planning
Our 3 Step Review will help you clarify your specific concern as well as identify additional areas that may need further review.  Contact us to learn more.

Helpful Content

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

18 Years Worth of Days

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

 

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Contributing to an IRA?

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

Historical Inflation

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

Federal Income Tax

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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