Welcome to Bowman Financial Group
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.
- Investment Planning
- Income Planning
- Estate Planning
- Tax Planning
- Asset Protection Planning
- Medicare Planning
- Charitable Planning
- Real Estate
- Financial Planning
- Business Planning
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Here's a breakdown of how the federal government spends your tax money.
It's important to understand the pros and cons when considering a prepaid debit card.
Investors who put off important investment decisions may face potential consequence to their future financial security.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Life insurance proceeds are generally tax-free. But not in all cases.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How does your ideal retirement differ from reality, and what can we do to better align the two?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The average retirement lasts for 18 years. Are you prepared to fill that many days?