Financial Services, Tax Preparation, Insurance, Bookkeeping & Payroll
Welcome to Owen Financial Services, a full-service company specializing in retirement planning, estate conservation, education planning, asset preservation, life and disability insurance, long-term care insurance, bookkeeping, payroll and tax preparation.
As a personal financial professional, I can:
- Help you clarify and define your goals
- Recommend solutions that fit your needs
- Deliver timely information
- Explain how changing financial conditions affect you
- Monitor your financial progress
- Make investment planning easier
- Demonstrate how your financial decisions will effect your tax situation
- Monitor your business plans
- Prepare your payroll and file all necessary reports
- Prepare your personal, corporate, partnership, trust or estate tax returns for all 50 states
Feel free to browse my site. You'll find a variety of articles, calculators, and research reports that I hope will answer your questions or stimulate your interest. Most important, I hope you see the value of working with skilled professionals to pursue your financial goals. I am here to help educate you about the basic concepts of financial management; to help you learn more about who I am and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit me often. Be sure to add this site to your list of "favorites" in your Internet browser. I frequently update the information, and I wouldn’t want you to miss any developments in the area of personal finance or tax.
If you have any questions, please call me at 508-966-7136 or e-mail me at firstname.lastname@example.org. I will be happy to help. I look forward to talking with you.
Investment services are offered by Jeanne Owen through her affiliation with Avantax.
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When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
And the Executor Is
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There are common mistakes you can avoid when saving for retirement.
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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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Do you have causes that you want to support with donations?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Why are 401(k) plans, annuities, and IRAs so popular?
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Can successful investors predict changes in the markets? Some can but others miss the market’s signals.