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."
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
Newsletters
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Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
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Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
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Understanding the “No Tax on Tips” Deduction
In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.