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 email@example.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.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Do your insurance needs stay the same when the nest empties?
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Read this overview to learn how financial advisors are compensated.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Here's a breakdown of how the federal government spends your tax money.
Being healthy not only makes you feel good, it may also help you financially.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here are five facts about Social Security that might surprise you.
The decision whether to buy or rent a home may have long-term implications.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.