Broker Check
Owen LaRue Financial Group

270-769-9995

Jim Owen
jim@owenlarue.com

Ben LaRue
ben.larue@lpl.com

Jennifer Shoffner
Client Services Manager
jennifer.shoffner@lpl.com

Investments Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Welcome to Owen LaRue Financial Group.

This website was built for you. We wanted to provide helpful content that is timely and educational. Information that you can use to make sound financial and life decisions. You can access your accounts via the account view tab at the top of the webpage or search for more articles on investing or retirement security.

We hope you find the site easy to use, and we would appreciate your feedback.  Please feel free to contact any of us with comments or questions.

Thank you for visiting Owen LaRue Financial Group.



                                                        

Helpful Content

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

 

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

How Financial Advisors are Compensated

Read this overview to learn how financial advisors are compensated.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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