Kowal Investment Group, LLC

The Retirement Specialists

Welcome, and thank you for visiting our website. In creating this website for you, we have brought together a vast array of financial resources to help you plan your financial future.

Come back often, and don`t hesitate to contact us.

Please click on the selection below
to listen to Jeff Kowal's "The Retirement Clinic" Radio Show.

NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associatedwith AIG Financial Advisors, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor AIG Financial Advisors, Inc. makes any guarantee as to the accuracy or completeness of this information.

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Newsletters

An ILIT Might Fit

If you are concerned about estate taxes, an ILIT might be the way to go.

Take It Year by Year

The Federal Reserve has been cutting interest rates fast and deep. Although not all consumers rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.

Estimate Your Estate

It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.

Hand-Me-Down Dollars

Inheriting an IRA can be a great source of additional income, but the penalties for mismanaging one are severe.

More Newsletters →

Market Watch

July 05, 2008 @ 12:09 PM

Dow Jones Industrials	11,288.54	+ 73.03
Nasdaq Composite	2,245.38	- 6.08
S&P 500	1,262.90	+ 1.38

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