Owens Financial Group, Inc.

Mission Statement  

The mission of Owens Financial Group, Inc. is to guide committed clients on their financial journey by designing wealth management plans that are personal, measurable and attainable; delivering first-class service that is prompt, proactive and proficient; and developing long-term relationships that are built on communication, trust and integrity.

 
We now have a YouTube Channel!  Our videos will be available on YouTube or on our website.  Our YouTube Channel is available at http://youtube.com/OwensFinancialGroup, or click on the About Us tab at the top of this page and click OFG Videos.  Also, next time you come by the office ask about a free DVD!
Learning Center
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  • Newsletters

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Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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Newsletters

HOT TOPIC: Debating the Debt Ceiling

There has been substantial debate in Congress over raising the ceiling on the national debt. Although many Americans could be adversely affected if Congress decided not to increase the debt ceiling, this is unlikely to happen.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

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Market Watch

January 28, 2012 @ 02:52 AM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10

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