Kowal Investment Group, LLC

Welcome! Thank you for visiting Kowal Investment Group's website.  We have brought together a vast array of resources to help you plan your financial future. 

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

We are The Retirement Specialists.   

 

Jeff Kowal can be heard Saturdays at noon on "The Retirement Clinic" on WISN radio.

(Listen to previous shows by selecting the link to the right)

 

 

 

 

 

 

 

 

 

Jeff and Aaron Kowal, along with Sarah Erdmann provide you with daily market reports which can be heard on WISN at 3:05, just after the Rush Limbaugh show, and at 5:05, right in the middle of the Mark Belling late afternoon show.

 

 

 

 

 

 

 

 

Please be sure to read Jeff and Aaron's weekly article in the Freedom Weekly.  Copies of the free publication can be picked up at many local stores and restaurants as well as our front desk.  Please click on the logo to be directed to the Freedom Weekly website for up-to-date news and articles.

 

Also, listen for our sponsorship of the Jason Wilde's Packers report on WKLH during the Dave & Carole show at 7:40 AM.

 

 

 

NOTE: Raymond James Financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information on availability.

  
Calculators

Roth IRA Conversion

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

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?

More Calculators →

Newsletters

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

More Newsletters →