Bowie Can Help walk you through the labyrinth of securing your lifestyle and legacy

With a new year comes new tax numbers. You really want to take advantage of everything you can in regards to your hard-earned money. The more you can write off against your earnings and the more strategic you can be - means the more you get back, which also means the more likely you will end up potentially in a lower tax bracket paying fewer taxes the following year...

Often clients will say, “Hey, I don’t have any disabilities, I am going to move into a Retirement home and enjoy my retirement life there.  I will be able to claim all the expenses in that facility as medical expenses on my tax return anyway.”...

Disability insurance works when you can’t. It can give you tax-free monthly income to help pay expenses if an illness or accident stops you from working...

As the sun shines brighter and the days grow longer, many of us find ourselves indulging in the joys of summer—be it family barbecues, relaxing beach days, or adventurous road trips. But did you know that these delightful summer experiences can influence older adults to retire earlier? That’s right! A fulfilling summer can highlight the...

DOES THIS SOUND FAMILIAR? A colleague is talking to you about the alpha of one of their investments. You nod your head, but your eyes gloss over. The discussion ends and you wonder what you just had a conversation about.   ...