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Gary Cowles | May 29, 2023

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Finance
Tax Planning

 

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the

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Gary Cowles | May 22, 2023

Paws and Effect - The annual cost of pet ownership and how to reduce costs

Finance
Lifestyle

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little

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fair lights in hands
Gary Cowles | May 15, 2023

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

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coins in a cup with growing plant
Gary Cowles | May 8, 2023

What are the Benefits of Saving Early?

Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
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financial professionals
Gary Cowles | May 1, 2023

Personal Liability Protection

Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
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Two yellow balloons with smiley faces on them
Gary Cowles | Apr 24, 2023

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Gary Cowles | Apr 17, 2023

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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A teenager holding a yellow and blue longboard talking to her friend
Gary Cowles | Apr 10, 2023

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Gary Cowles | Apr 3, 2023

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Focused young woman shopping online on her laptop
Gary Cowles | Mar 27, 2023

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Gary Cowles | Mar 20, 2023

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A couple working in their kitchen together
Gary Cowles | Mar 13, 2023

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Contact

gary.cowles@the-cowles-group.com
Phone: 978-999-5461
Fax: 603-965-4539

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124 Main Street, Unit 2
Rockport, MA 01966

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