Skip to main content
menu
  • Home
  • Who We Help
    • Client Testimonials
  • How We Help
    • Our Planning in Action
    • BPWM Proven Process
  • Our Firm
    • The BPWM Difference
    • Meet Our Team
  • Blog
  • Client Resources
  • Contact

Blog

Three jars labelled as "taxable", "tax-deferred", and "tax-free", being filled with coins to demonstrate asset location
Blaine Bowers | Apr 3, 2025

What is Asset Allocation and Asset Location

Investments
investing
financial planning
tax planning
When you combine a strategic asset allocation with a strategic asset location plan, you can optimize your chances for success. I’ll try to break it down for you
Read More
A man in a button-down shirt, sitting at his desk in front of his computer, contemplating if he should participate in his ESPP.
Blaine Bowers | Mar 4, 2025

Should You Participate in Your Employer Stock Purchase Plan (ESPP)?

Equity Compensation
retirement planning
investing
Education
financial planning
Your ESPP could be a great wealth-building tool—or a financial headache. Learn how to maximize benefits, minimize risks, and decide if it’s right for you. Read
Read More
A middle-aged father teaching his son about finances, and reviewing his mother's plan.
Blaine Bowers | Jan 22, 2025

How to Teach Your Kids About Finances

Education
Sandwich Generation
financial planning
cash flow management
investing
Savings
Two of the most common comments that we get from clients are “I wish I had met you 10 years ago” and “I sure wish I knew some of these things when I was younger
Read More
Blaine Bowers | Dec 16, 2024

Should I Make Pre-Tax or Roth Contributions

retirement planning
investing
IRA
Finance
Education
financial planning
tax planning
Roth
401K
tax-free investments
This has been a popular topic that’s been heavily debated since the introduction of Roth capabilities. There’s no “one size fits all” answer to this question
Read More
A young successful couple dressed casually and taking their daughter for a walk, lifting her up as they cross over a bridge.
Blaine Bowers | Nov 13, 2024

How Do We Plan? I’m a Small Business Owner and My Spouse Works in IT

financial planning
Education
Equity Compensation
small-business owners
Setting goals
Family Wealth Planning
cash flow management
Financial planning for a couple where one spouse is a business owner and the other works in a high-demand field like IT or Biotech involves unique challenges
Read More
Blaine Bowers | Oct 3, 2024

What to Do When a Loved One Passes Away

best practices
Estate Planning
Sandwich Generation
Losing a loved one is an incredibly challenging experience that nearly everyone must go through at some point. Our goal is to provide some general tips to help
Read More
Blaine Bowers | Aug 26, 2024

How to Develop a Succession Plan for Your Small Business

small-business owners
Succession Planning
Risk Management
Estate Planning
Family Wealth Planning
Education
As a small-business owner, your small business is more than just your job – it's your passion, and a legacy you’ve built over years of hard work and dedication
Read More
A young woman sitting with her mother and reviewing legal documents
Blaine Bowers | Jul 24, 2024

Understanding a Power of Attorney (POA): Your Role as an Agent

Sandwich Generation
Estate Planning
Family Wealth Planning
Education
elderly care
Risk Management
Your roles and responsibilities can vary significantly based on the type of POA assigned to you and the specific language in the documents.
Read More
Blaine Bowers | Jun 14, 2024

7 "Hidden" Value Areas of Financial Planning

financial planning
tax planning
value
Contrary to popular belief, working with a CFP® or other quality financial advisor is so much more than investment management and budgeting. A quality financial
Read More
Infographic showing a generic investment drawdown plan. Using gains from aggressive accounts to flow into the more conservative accounts, that are used to replenish savings.
Blaine Bowers | May 14, 2024

How to Live off Retirement Savings

retirement planning
retirement
tax planning
early retirement
Education
Investments
There are a variety of strategies that can be used to help ensure you make the most of your retirement savings and minimize your total lifetime tax liability
Read More
Blaine Bowers | Apr 17, 2024

What are Roth Conversions, and Why are they such a Hot Topic?

tax planning
financial planning
Education
Roth
retirement planning
Roth conversions can be a great way to reduce the uncertainty regarding future tax liability. When done efficiently, Roth conversions can be used to help
Read More
Blaine Bowers | Mar 12, 2024

Employer Stock Benefits: What They are and Their Tax Consequences

Employer Benefits
RSUs
ISOs
NSOs
ESPP
ESOP
tax planning
What they are and how they're taxed: Restricted Stock Units (RSUs), Employee Stock Purchase Plans (ESPPs), Incentive Stock Options (ISOs), Non-Qualified Stock
Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Next page Next ›
  • Last page Last »

Office

260 West Millbrook Road
Raleigh NC 27609

Contact Info

(984) 308-1908
bbowers@bowerspwm.com

       

Ready to schedule your Free Introductory Conversation?

 

Check the background of this financial professional on FINRA's Brokercheck

Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), member, FINRA, SIPC, a Broker-Dealer and a Registered Investment Adviser, which is otherwise unaffiliated with Bowers Private Wealth Management. Supervising office: 2200 Century Parkway, Suite 500, Atlanta, GA 30345 678-954-4000
Blaine Bowers is authorized to conduct securities related business in CO, FL, GA, MA, NC, SC, and VA. Blaine is Life Insurance licensed (2002) in NC, PA, SC, VA, and WA, and is also licensed for Long-Term Care Insurance.

Read the Full Disclosure Here. 

© 2025 Bowers Private Wealth Management All rights reserved.