David Bowen is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at David Bowen, CFP® in Tucson, AZ and the surrounding communities.
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The call came while I was cooking dinner the other night – my mother had received a phone call from a woman purporting to be calling on behalf...
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Take this financial checkup, and in ten easy questions, you will know which essential aspects of your financial plan are healthy and what needs...
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A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primary breadwinner dies, what...
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When an insurance agent or broker recommends an annuity replacement, it may actually be a good idea for you and your family — or it may just be...
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It is time for a new phone. It is? I have not learned to use many of the features my current phone. This phone still works fine. I will have to...
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You may hear a lot about initial public offerings of stock in the news, as technology companies have recently grabbed headlines with large...
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“I can’t believe I am a week away from when my tax return needs to be filed”. I am sure that there will be a few people who are reading this...
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For many people in retirement, their greatest fear is ending up in a nursing home. Being able to live independently or, barring that, getting...
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“Hi, I think I’m interested in a financial planning but I’m not sure of the scope of a financial planner. My priorities are reducing my...
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Last month we looked at several common investment abuses, such as misrepresentation, unsuitable recommendations, and excessive trading. Now we...
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