Providing You With Financial And Insurance Services


As personal financial professionals, we can:
- Help you clarify and define your goals
- Recommend solutions that fit your needs including Investments,
- Life Insurance, Disability, Long-Term Care, Health insurance and Medicare plans
- Deliver timely information
- Explain how changing financial conditions may affect you
- Monitor your financial progress
- Help make investment planning easier
As experianced professionals in financial planning,we can help you answer the questions you may have about your financial future, such as:
- Will I be able to retire early?
- What pension and social security strategies should I use?
- How will the health reform affect me and/or my business?
- What income strategies would be best suited for me during retirement?
- How much money will I need in order to retire?
- What are my Employer-Sponsored plan distribution options?
- Should I have a traditional IRA or a Roth IRA?
- Do I need disability income insurance? Long-term care insurance?
- How can I ensure that my children receive as much as possible from my estate?
If you have any questions, contact us at 989-720-5072 or e-mail us at brent@mowinskifinancial.com. We will be happy to help. We look forward to talking with you!
Newsletters
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Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
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HOT TOPIC: The Bull Is Back... Will It Keep Charging?
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
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The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.