Retirement Simplified
since 1978
RETIREMENT
It’s never too early, or too late, to plan for retirement. See how we can help.
TAXES
Keep more money in your pocket year-round with our expert tax preparation and planning.
INVESTMENTS
Topflight investment strategies minimize risk and maximize profit. We’ll find one that fits you.
Interview with Roger Cowen
Interview with Roger Cowen
Our 40th Anniversary
Our Team
Cowen Tax Advisory Group cares about you: your goals, your values, and your unique financial situation. All of our advisors are fiduciaries, financial professionals who are legally and ethically obligated to act in your best interest. As the Cornell Law Dictionary puts it, “A fiduciary duty is the highest standard of care.” From customer service to wealth management, our staff are committed to delivering nothing less than the best.
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Our Insights
The Wise Path to Retirement: 4 Benefits of Paying Debt
As we navigate the intricate landscape of retirement planning, one often underestimated aspect plays a pivotal role in securing a serene financial future—paying off debt.
Navigating the Future: Balancing AI Advancements with the Human Touch in Financial Planning
In the ever-evolving landscape of financial planning, the integration of artificial intelligence (AI) has brought about numerous benefits, promising efficiency, accuracy and tailored solutions. However,
6 Steps to Year-End Tax Planning
Year-End Tax Planning As the end of the year approaches, it’s time to make sure that you minimize taxes so your tax liability is as
Want to Keep More of Your Hard Earned IRA Money?
Request this free book, “Top 10 IRA Mistakes”, recommended by financial and retirement planning expert Roger Cowen for strategies to increase your retirement savings while minimizing taxes.
2020 Medicare
Open Enrollment
A Message from the Medicare Man
Get Your Free Checklist
Retirement Ready
in 6 Steps
Did you know that 49% of Americans feel anxious about retirement? Reclaim your peace of mind with this retirement ready checklist.
