Erik Bowman - Bowman Financial Strategies

06/01/2026

A sweet shepherd turned up in our yard lost this morning. No tags . DM me if you know who the owner is. Very good boy!!

05/05/2025

04/25/2025

04/23/2025

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https://www.bowmanfinancialstrategies.com/contact

👀 Why own an ETF when you can own the individual stocks instead?

Direct indexing is a powerful strategy that can generate intentional tax losses year after year while still earning benchmark-comparable returns.

By monitoring regularly and selling the underperformers strategically, you capture tax losses while maintaining your market exposure through the winners.

This approach requires monitoring and precision but can deliver significant tax advantages for high-net-worth investors.

Have you considered direct indexing for your portfolio? Comment below!

Tap save on this post if you're looking for advanced tax strategies 💰

&P500

04/22/2025

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Married and financially savvy? This one's for you! 💑

Joint filers have a hidden tax advantage. Imagine potentially keeping the first $94,000 of income in the 0% capital gains bracket.

Strategic planning can unlock incredible opportunities.
Share this with your partner in financial crime!

04/21/2025

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https://www.bowmanfinancialstrategies.com/contact

🔥 The tax strategy that keeps giving year after year...

After a major liquidity event, managing your non-qualified assets requires strategic thinking. One powerful approach? Tax loss harvesting.

By proactively seeking out losses in your portfolio (without compromising returns), you create tax offsets you can use for years to come.

What's your experience with tax loss harvesting? Share below!

04/20/2025

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Time shifts, but taxes? They're playing by their own rules. 🕰️

RMD ages are on a journey: 70.5 → 72 → 73, and by 2033, everyone starts at 75. The timeline might be flexible, but tax collectors aren't known for their adaptability.

Are you tracking these changes? Stay informed!

Share this with someone planning their retirement.

04/19/2025

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https://www.bowmanfinancialstrategies.com/contact

Ever wondered what happens after years of tax-deferred retirement saving? 🤔

The government has been patiently waiting to collect taxes on those IRA contributions. Welcome to the world of Required Minimum Distributions (RMDs) - where the tax bill finally comes due.

Want to understand how this impacts your financial planning? Keep reading!

Double tap if you're thinking about your retirement strategy.