Categories
Four Ways to Help the Next Generation Get a Head Start
Jan Kowal, CFP® and Jason Kowal, CRPC®2026-06-02T07:10:39-04:00June 1, 2026|Categories: College, Financial Plan, Investing, News, Real Estate, Retirement|Tags: 529s, Buying a Home, Roth IRAs, Trump Accounts|
Active Warfare and the Markets
Jan Kowal, CFP®, CEO & President2026-06-02T05:46:04-04:00June 1, 2026|Categories: Financial Plan, Market Updates, News|
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So, You Want to Retire?
Jan Kowal, CFP® and Jason Kowal, CRPC®2025-03-07T09:53:41-05:00March 3, 2025|Categories: News, Retirement|Tags: Investment Strategies, Retirement Planning|
The Basics of Continuing Care Retirement Communities (CCRCs)
Jan Kowal, CFP®, CEO & President2025-06-04T14:21:31-04:00March 3, 2025|Categories: Elder Care, News|Tags: CCRCs, Continued Care Retirement Communities|
Uncertain About the Markets this Year?
Jan Kowal, CFP®, CEO & President2025-03-03T12:16:05-05:00March 3, 2025|Categories: Market Updates, News|Tags: Economic Trends, Investment Strategies, Market Volatility|
Steps to Take After A Major Data Breach
Jan Kowal, CFP®, CEO & President2024-12-12T10:54:49-05:00December 12, 2024|Categories: Financial Plan, News|Tags: data breach, scams|
2024 Year-End Planning As We Approach 2025
Jan Kowal, CFP®, CEO & President2024-12-12T14:40:14-05:00December 11, 2024|Categories: Financial Plan, News|
Post-Election Market Update
Jan Kowal, CFP®, CEO & President2024-12-12T15:45:10-05:00December 11, 2024|Categories: Market Updates, News|
Farewell to a Friend and Colleague
Jan Kowal, CFP®, CEO & President2025-04-22T16:02:10-04:00September 3, 2024|Categories: News, Office Updates|
New Rules on Inherited IRAs
Jan Kowal, CFP®, CEO & President2024-09-04T20:21:01-04:00September 3, 2024|Categories: News, Retirement|
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