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.


 
Learning Center
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    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

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  • Newsletters

    Newsletters

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  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

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  • Glossary

    Glossary

    Financial terms from A to Z.

Calculators

Cost of Retirement

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

IRA Eligibility

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

College Funding

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

Loan Payoff

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

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Newsletters

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

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Market Watch

July 31, 2010 @ 09:57 PM

Dow Jones Industrials 10,465.94- 1.22
Nasdaq Composite 2,254.70+ 3.01
S&P 500 1,101.60+ 0.07

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