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Blog

Blaine Bowers | Aug 28, 2025

The Top 5 Retirement Tax Surprises - and How to Plan Ahead

retirement planning
tax planning
retirement
taxes
financial planning
Many retirees find themselves blindsided by these extra taxes or penalties. The good news is, with some proper planning, you can avoid most of these extra
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A pink piggy bank wearing a black graduation cap, standing isolated in front of a dark grey background.
Blaine Bowers | Jul 24, 2025

Smart Strategies to Pay for College

Education
college planning
financial planning
tax planning
tax-free investments
Family
best practices
Sandwich Generation
College costs have consistently outpaced inflation. We wouldn’t be surprised if this trend continues. Here are a few of the many factors that we consider when
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Blaine Bowers | Jun 19, 2025

Fire Your Budget! Master Cash Flow Instead

cash flow management
financial planning
financial independence
budgeting
Education
best practices
General
Your life isn’t static, and your money management system should be flexible enough to adapt to the ever-changing situations in your life. Use cash flow
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An old green pop-top van driving down an empty desert road on a clear sunny day. The words "Your Exit Planning Roadmap" in text over the sky.
Blaine Bowers | May 27, 2025

The Exit Planning Roadmap: 7 Steps to a Smart Departure

financial planning
Exit Planning
small-business owners
Education
How will you leave your business when the time comes? Will your business carry on after you leave, or will it fade into a distant memory? What will you do
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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
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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
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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
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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
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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
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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
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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
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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.
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Office

260 West Millbrook Road
Raleigh NC 27609

Contact Info

(984) 308-1908
bbowers@bowerspwm.com

       

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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.

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