Kowal Investment Group - Now Creative Planning

Jeff Kowal answers listener questions, discusses lump sum payments on defined benefit plans, and notes important details regarding withholding your federal and state tax obligations.

Marie McFarland and Joe still common questions investors have during election years and why it is important to stay invested.

Aaron Kowal is joined by Real Estate Attorney Mark Andringa to discuss the elements of estate planning, gifting to next generations and irrevocable life insurance trusts.

Joe Still and Attorney Amanda Bowen of Dewitt Law discuss the importance of estate planning, the difference between Wills and Trusts, and estate planning for business owners.

Jeff Kowal shares updates on the economy and stock market, answers a caller question about Roth IRAs, and discusses the option to take social security early.

Aaron Spitzner and Joe Still share updates on the economy, stock market, and IRS expansions to Covid19 relief, then give their insights to getting your retirement plan back on track.

Jeff Kowal gives an update on the economy and stock market, and shares insights for Retirement Planning.

Aaron Kowal and guest Ann Barry Hanneman, attorney of Employment and HR Law at Von Briesen & Roper, discuss the challenges businesses are facing as they reopen, what employers should do to protect themselves, and putting policies and procedures in place at the workplace.

Jeff Kowal gives an update on the economy and stock market, shares insights about Required Minimum Distributions, and answers caller questions regarding retirement planning.

Jeff Kowal and Joe Still give an update on the stock market, share insights regarding life insurance policies, and discuss the dos and don’ts in a bear market.

Jeff Kowal and John White discuss the current state of the economy, special provisions in the CARES Act for taking money out of your retirement account, and the importance of having an investment philosophy. Please be aware that the early distribution penalty tax exception, substantially equal periodic payments, available via Section72(t) of the Internal Revenue Code, is subject to very specific g...

Jeff Kowal and Christine Hayward discuss the current state of the economy, terms surrounding the CARES Act, alternative strategies for stretch IRA, and lending money to family.

Aaron Spitzner discusses the current state of the economy, where the stock market was, is now and where it could be going, and providing relief with the CARES Act.

Jeff Kowal and Marie McFarland discuss some of the provisions surrounding the CARES Act and share their thoughts on proper retirement planning as it pertains to early death and divorce.

Jeff Kowal and guest Kelly Brown of American Deposit Management discuss opening the economy, banking relationships, and keeping your money secure.

Jeff Kowal and guest Chuck Stansberry discuss the many elements of estate planning, options to consider for beneficiaries, and why business owners need an operating agreement.

Jeff Kowal and guest Karyl Richson discuss the CARES Act as it relates to social security and common questions people are asking. Karyl shares her insights regarding when to take social security and various benefits.

Jeff Kowal and Marty Dooley discuss the impact the coronavirus pandemic has had on life insurance and why consumers should review their coverage.

Jeff Kowal and John White discuss the current state of the economy during the coronavirus pandemic, the emotional side of investing and changes in the CARES act.

Aaron Kowal and Joe Still discuss the effects of the coronavirus on the stock market, touch on some positives and share thoughts on what to do.

Aaron Spitzner and guest Pat Wirth of Chortek, discuss the current state of the economy, touch on the effects the coronavirus has had on the markets, and share insights on tax planning and strategy.

Jeff Kowal and Marie McFarland discuss the current state of the economy and common financial surprises retirees should be aware of.

Aaron Kowal and guest Chris Berens from Horicon Bank discuss horror stories of estate planning and lack thereof, and answer caller questions about trusts and planning.

Marie McFarland and John White discuss the SECURE Act changes and how it may impact future planning.

Aaron Spitzner is joined by guest Frank Sterbin from Town Bank to share insights on how they work with business owners and discuss the three 401(k) areas to contribute your money.