Wachovia Securities

Cowling & Cowling Investment Group of Wachovia Securities serves as a solutions provider for all aspects of our clients' finances. What does this mean? We provide a unique combination of capital preservation and wealth creation strategies.

By working with a select group of individuals and businesses, we ensure that we thoroughly attend to each of our clients' specific needs. With our carefully orchestrated Financial Advisory Process, we can assure our clients that all financial decisions we make on their behalf will be consistent with their goals.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.
Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Newsletters

The Cost of Care

When preparing for life in retirement, you should consider the possibility that you may need long-term care at some point.

Regain Your Individuality

When employees leave their jobs, they have a choice to make: they can withdraw the money, leave the money in their former employers’ retirement accounts, or roll the money into another retirement plan.

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

Lock in Today’s Tax Rates

If you expect that tax rates are going to increase, you might want to consider opening a Roth IRA.

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