Part of The Kowal Way is communicating information that will better enable our clients to prepare for a successful retirement. Whether writing articles, broadcasting radio programs or participating in industry events, our goal is to provide you with the tools and knowledge to accurately address your future financial needs.


At the forefront of market news and retirement planning, we keep you informed of what’s going on today.


Tax Reform Bill Highlights
It’s official. After some back and forth, the U.S. House of Representatives and Senate finalized the tax reform bill and
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>Retirement Insights

Your Year-End Retirement Planning Checklist
The new year is right around the corner, which means it is time once again to focus on year-end retirement
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>Weekly Market Commentary

1/16/2018 Weekly Market Commentary
  Inflation, inflation, where’s the inflation? The U.S. Federal Reserve has been raising interest rates in anticipation of higher inflation.1
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Listen to our radio shows to stay on top of trends and changes in the market that might affect your financial future.

>Radio Broadcasts

This week on The Retirement Clinic, Jeff Kowal reviews what has – and has not – changed for retirement planning with the Tax Cuts and Jobs Act. Throughout the show, Jeff explores the advantages of a Roth IRA or 401(k), the benefits of working with a financial advisor, and also shares insights regarding potential tax savings on your 401(k) through Net Unrealized Appreciation (NUA).

Aaron Kowal explores several different topics with WTKM, including Foxconn’s future potential impact on Wisconsin, retirement planning for Wisconsin farmers, and shares small business facts that might just surprise you.

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At Kowal Investment Group, we are enthusiastic about community and industry involvement. See what we’ve been up to lately.