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Brent Owens & Bailey Owens - Financial Advisers

2704 South Goyer
Kokomo, IN 46902

Phone:

Office: 765.453.9600
Toll Free: 800.745.7776
Text: 765.246.9560

Fax:

765.864.4080

E-mail:

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

You "Gotta" Have A Plan!

"Nothing Is More Beneficial To One's Financial Situation than Having A Clear, Accurate Financial Plan In Place.  A Plan That Takes You From Where You Presently Are... To Where You Want To Be, When You Want To Be There."

Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Savings Accumulation

Estimate the future value of your current savings.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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