Bowman Financial Strategies proudly serves Englewood, Colorado.
Our offices are in Englewood. Englewood is home of the Englewood Public Library where we conduct numerous retirement focused educational events annually to provide objective financial education on topics ranging from Retirement Planning, Social Security and pension planning to understanding the complex landscape of both federal and state tax laws.
Bowman Financial Strategies is happy to serve many fantastic clients who live in Englewood. With so many family-oriented activities and a strong sense of community, it is a great place to call home in retirement. The centrally located city of Englewood is ideally situated for business, community, and visitors. Englewood takes pride in offering its residents and business with a high quality of life. Englewood’s community garden, beautiful parks and trails, and exciting events make it an excellent place to call home.
Interesting Facts about Englewood:
Englewood’s history began with the discovery of gold in Little Dry Creek by William Russell. Thomas Skerritt built the first home in the area and created the first roads with his own plough. In 1883, the Cherrelyn horsecar trolley path was built connecting the city to Denver. The Gold Rush brought a considerable influx of new settlers to the area in the late 19th century to the Englewood area. It is now home to 35,000 people and is an independent community minutes from downtown Denver.
Community Partnership
Englewood residents have a local partner to help navigate the changing financial and lifestyle landscape that is retirement. What we can always count on is change. 2020 has brought numerous changes to the tax code such as a temporary suspension of RMDs and the elimination of the “Stretch IRA” just to name a few. You can listen to our podcast on the changes the SECURE Act brought here. There will always be changes to taxes and laws that will dictate what tactics you can employ to best meet your goals, minimize taxes, and achieve the retirement you envision.
Our mission is to serve the community through providing ongoing practical, understandable, and actionable financial education so that you have the tools and knowledge to work toward your financial goals. Owner, Erik Bowman, RICP® , NSSA® and his team have created a multitude of educational resources to help guide you along your retirement journey.
RICP Designation: This designation focuses in all areas of retirement specific planning. The goals, income streams, and risks to retirees are unique and require specialized expertise.
NSSA Designation: This designation is designed specifically to understand the complexities of Social Security planning and calculations.
Social Security Resources:
Those approaching retirement face big decisions regarding Social Security beginning to manage a parent’s assets, planning distributions throughout retirement. The web of complexity surrounding taxability of account types, social security filing choices, investment types, types of gains, etc are ripe for error if you are unaware of a rule or provision, potentially leaving tens or hundreds of thousands of dollars on the table. However, while this complexity may seem overwhelming and unduly complicated, it is full of opportunity for those who forecast ahead. While the Social Security Administration does not, and legally cannot, provide you analysis and filing strategy advice, we have created several Social Security Webinars to help you understand some of your options and strategies. We are also willing to provide you a complimentary social security analysis tailored to your unique situation and goals.
Explore educational content in various formats created by the Bowman Financial Strategies’ team.
Social Security Educational Videos
Tax Resources:
Erik will share his expertise to provide you a complimentary analysis of your retirement plan to help you determine if you’re prepared for retirement from a tax perspective and help you uncover opportunities that you can leverage to enhance your retirement outcome. There may be opportunities for tax-loss harvesting, tax-gain harvesting, Roth conversion, and many other strategies to help you minimize taxes.
We act as a fiduciary and are committed to uncovering and leveraging every opportunity to help you live your best retirement.
Access Tax Resources:
Podcast: Preparing for Tax Filing
Podcast: Colorado State Retirement Income Exemptions
Educational Videos: Marginal Taxes, Provisional Income, & Capital Gains Taxes
Educational Videos: Investment & Tax Strategies
Blog: Preparing for Tax Filing
Other Retirement Resources
Bowman Financial Strategies YouTube Channel
Library of Financial Educational Videos
References:
https://en.wikipedia.org/wiki/Englewood,_Colorado
Disclosures:
This material has been prepared for informational and educational purposes only. The content is developed from sources believed to be providing accurate information. The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.
Investment advisory services offered by duly registered individuals on behalf of ChangePath, LLC a Registered Investment Adviser. ChangePath, LLC and Bowman Financial Strategies are unaffiliated entities.