Bowman Financial Strategies

Financial Planning &

Retirement Resources

Use the free tools & resources on this page to help navigate your path to retirement.

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Social Security

Social Security is one of the most important decision you can make in retirement. For a married couple it could be worth over $1,000,000! See how we can help you maximize your benefit.

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Downloadable Guides

Explore a diverse array of resources tailored to assist you in crafting your financial future. Delve into our curated selection of engaging videos, intuitive calculators, and insightful whitepapers.

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5 Essential Strategies To Help Ensure Financial Success In Retirement

Feeling unsure about how you will draw down your assets in retirement and make sure it lasts a lifetime? Download our guide to learn about five of the top ways you can take action to tame your concerns, assess your situation and begin a personalized planning process.

Maximize Your Social Security Benefits: Separating Fact From Fiction

Social Security is complex government program that requires knowledge about a myriad of options, timing, taxes, and work requirements. Download our guide to learn more about common facts and misconceptions essential to making the best decision for your situation.

Maximize Your Retirement: 5 Smart Money Moves For Your Old 401(K)

Have you left 401(k) accounts behind when you have changed jobs? This is a common mistake people make when moving up the career ladder. They get busy and say they will move the account “when things slow” down, only to forget for months or years. Take a minute today and learn how to make your money work for you!

Understanding RMD Options: The Key to More Money, Less Stress in Retirement

If you have money in retirement accounts, there will come a day when you must begin taking Required Minimum Distributions. It’s important to be mindful of the rules, timing and your overall options. Download our guide to get the facts and begin planning your RMD strategy.

Understanding Sequence of Returns Risk to Avoid Common Retirement Pitfalls

When it comes to retirement, getting the “timing” right can greatly impact the amount of money you have in retirement and how long it lasts. Sequence of Returns risk happens when there is a market downturn early in retirement, making it difficult to recover the losses. Read on for strategies to mitigate risk and hopefully avoid losses from market decline.