You "Gotta" Have A Plan!
"Nothing Is More Beneficial To One's Financial Situation than Having A Clear, Accurate Financial Plan In Place. A Plan That Takes You From Where You Presently Are... To Where You Want To Be, When You Want To Be There."
Brent Owens & Bailey Owens - Financial Advisers
2704 South Goyer
Kokomo,
IN
46902
Phone:
- Office: 765.453.9600
- Toll Free: 800.745.7776
- Text: 765.246.9560
Fax:
- 765.864.4080
Newsletters
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New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
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HOT TOPIC: The Shutdown is Over: What Now?
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
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REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.