Broker Check

6 Mendon Street
Bellingham, MA 02019

Owen Financial Services

(508) 966-7136

 
Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem

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 owenj@myavantax.com. 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.

Helpful Content

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

 

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.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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5 Smart Investing Principles

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

Protecting Those Who Matter Most

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Power of Tax-Deferred Growth

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

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