Blog/Vlog
4 Reasons to Consider Making a Qualified Charitable Distribution (QCD)
It feels great skipping out on taxes and saving towards retirement by contributing to an IRA, but not so much when it comes time to
Retiring from Retirement: Reentering the Workforce in 2022
The COVID-19 pandemic threw a sharp curveball in the trajectories of countless lives, the aging workforce being no exception. From those who resigned from their
Grandparents to Grandchildren: Leaving a Legacy
Grandparents Day is a day which celebrates the love and support given by grandparents to their grandchildren. The wisest man in the world King Solomon
Alternative Investments Amid Uncertainty: Is an Annuity Right For You?
Are you fearful of an impending recession? You’re not alone. But that shouldn’t prevent you from reaching your retirement goals. While retirees and those nearing
7 Unconventional Ways to Spend Time in Your Retirement
Retirement is the time to reinvent yourself. After years of managing the everyday hectic nature of working full time, retirement offers a refreshing change in
2021 RMDs: What You Need to Know
Anyone approaching age 72 or older, with a qualified retirement plan, needs to know about RMDs. An RMD is a Required Minimum Distribution, a forced
Inflation: What’s Happening and How Can I Prepare?
The strain the Coronavirus pandemic put on the economy is undeniable. In spite of this, since the second half of 2020, stock markets have reached
Cryptocurrency: What You Should Know
Cryptocurrency gained major media notoriety in the Bitcoin Boom of 2017. In recent months it has dominated the discussion in financial circles. At Cowen Tax,
On-the-Money: Tax Changes
https://www.youtube.com/watch?v=axcj2z0Q7jM Watch the “On-The-Money” Vlog series with Roger Cowen.
Five Ways to Minimize Tax Fraud
Don’t let your 2020 tax refund fall victim to tax fraud. In the wake of increasing tax scams because of the pandemic, taking steps to
