Blog/Vlog
Benefits of Using a Professional Tax Preparer
When it’s tax time, one of the first decisions facing many folks is whether to use a tax professional or to do it yourself. If
On-The-Money: Asset Allocation
https://www.cowentaxgroup.com/wp-content/uploads/2022/12/Roger-Cowen-Vlog-3-Asset-Allocation-1.mp4 Watch the “On-The-Money” Vlog series with Roger Cowen.
Do It Yourself Year-End Tax Planning Tips
In a year which many thought would never end, miraculously we have found ourselves in December. Before the clock strikes midnight on New Year’s Eve,
On-The-Money: Long-Term Care Insurance Month
Watch the “On-The-Money” Vlog series with Roger Cowen.
Life Insurance: A COVID19 Back-up Plan
September is Life Insurance Awareness Month and while we push onward through this pandemic, the year has left many families without loved ones; loved ones
Leaving a Legacy: The Human Side of Estate Planning
Many of us haven’t been able to see our family members this summer due to Covid-19. For now, family get-togethers and vacations have been put
Your 2020 RMD – It’s all about CHOICE!
Thus far 2020 has been a year filled with uncertainty, with one exception, the choice on whether or not to take a 2020 RMD
6 Ways to Evaluate Your Retirement Plan During The Pandemic
With the pandemic well underway, you may be taking a second look at your retirement plan. Will you have enough income to retire? Can you
5 Steps to an Estate Plan
Do you plan to leave money, assets, or other belongings to loved ones after you pass away? If you become seriously ill or incapacitated, who
Building a Legacy with Life Insurance
As this is family wellness and legacy month, let’s talk about life insurance. Life insurance is a love letter to help your loved ones. Life
Coronavirus Tax Changes
As the coronavirus pandemic continues to upend daily life for millions of Americans, the IRS has issued additional guidance for taxpayers. From extended deadlines to
