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Blog

Ten key accounting calculator on a soft yellow desk
Kelly Bowen | Feb 20, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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A calculator and a pen on top of a graph
Kelly Bowen | Feb 13, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Hands holding a small wrapped present
Kelly Bowen | Feb 6, 2023

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More
Man sitting on a park bench and working on a laptop
Kelly Bowen | Jan 30, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Parent reading a book to their newborn child
Kelly Bowen | Jan 23, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Kelly Bowen | Jan 16, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Two people having a picnic by a lake
Kelly Bowen | Jan 9, 2023

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Parents holding their child's hands. The child is jumping
Kelly Bowen | Jan 2, 2023

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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A couple working in their kitchen together
Kelly Bowen | Dec 26, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Kelly Bowen | Dec 19, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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A black and white image of a couple laughing
Kelly Bowen | Dec 12, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Hand holding a bill with a red "Past Due" stamp on it
Kelly Bowen | Dec 5, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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208-878-8118
info@boweninsurancegroup.com

Address

111 West 15th St
Burley ID 83318

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*Kelly Bowen offers products and services using the following business names: Bowen Insurance Group - insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments. AIC is not affiliated with Bowen Insurance Group.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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