Skip to content
facebooklinkedinyoutubeenvelope
  • O: +1.530.272.7500
  • F: +1.530.272.5900
Reach out to us.
Owens Estate & Wealth Strategies GroupOwens Estate & Wealth Strategies Group
  • Home
  • Your Team
    • Your Team
    • Sonia Jenkins
    • Peter Ketchand
    • Dylan Blomgren
    • Matthew Olsen
    • Kellie Ettlin
    • Sarah Moody
    • Katie Carver
    • Lydia Ormsby
    • Marian Neumeyer
    • Jessica Giles
    • Avery Jenkins
    • Kayla Rogers
    • Kristine O'Brien
    • Our Partners
  • Our Process
    • Our Process
    • Services
      • Services
      • Financial Planning
      • Asset Management
      • Retirement Planning
      • Estate Consulting
      • Insurance Services
    • Onboarding
  • Investment Committee
  • Videos
    • Videos
    • Our View on the Market
    • Peter’s Perspective
    • Past Seminars
  • Resources
    • Resources
    • WorthWhile
    • Calculators
    • Client Access Videos
  • Events
  • Giving Back
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Grass Valley, CA-8NB
    Grass Valley, CA 426 Sutton Way, Suite 110 Grass Valley, CA 95945 O: +1.530.272.7500 F: +1.530.272.5900
    Map and Directions Map and Directions
  • Auburn, CA-8NB01
    Auburn, CA 128 East Street Auburn, CA 95603 O: +1.530.823.7511 O: 916.784.8080
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Family & Lifestyle
    • Loans
  • Topic
    • Housing
  • Media
    • Calculator
Infographic: Navigating your Medicare enrollment
Whether you’re approaching Medicare eligibility for the first time or considering changes to your existing plan to better suit your needs, this guide will help you prepare for enrollment and navigate your options.
Retirement & Longevity
Infographic: Seven cybersecurity tips for everyday protection
Cybercriminals are constantly evolving their tactics, but a few smart habits can go a long way toward protecting your personal information and staying one step ahead.
Technology & Innovation
View
View
Infographic: Practical ways to put AI to work
Curious about AI but not sure where to start? Try a chatbot.
Technology & Innovation
Infographic: The ABCs of 529 plans
Give your education savings a head start with a 529 plan. These flexible, tax-advantaged investment accounts can help families save for future education expenses. Here are the basics.
Family & Lifestyle
Infographic: Retiring early? 5 ways to help manage health care costs
Retiring before Medicare eligibility at 65 can leave a gap in health care coverage. Explore strategies to help bridge that gap.
Retirement & Longevity
View
Infographic: 7 strategies to strengthen your 401(k)
If you’re contributing to an employer-sponsored 401(k) plan, consider taking these steps to help maximize your retirement benefits.
Retirement & Longevity
View
Infographic: 6 principles for informed investing
If you’re just stepping into the often complex world of investing, here’s some time-tested wisdom to help steady your path.
Markets & Investing
View
Infographic: Rent or buy? Think through where you want to live in retirement
When it comes to choosing a place to retire, location definitely matters — but there are other factors to weigh, like whether to rent or buy a home.
Retirement & Longevity
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
Infographic: Thriving in retirement

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

Retirement & Longevity
facebooklinkedinyoutubeenvelope

Glad to meet you. Say hello.

Owens Estate & Wealth Strategies GroupOwens Estate & Wealth Strategies Group
  • Grass Valley, CA-8NB: Grass Valley, CA 426 Sutton Way, Suite 110 Grass Valley, CA 95945
  • O: +1.530.272.7500
  • F: +1.530.272.5900
  • Map & Directions
  • Map & Directions
  • Auburn, CA-8NB01: Auburn, CA 128 East Street Auburn, CA 95603
  • O: +1.530.823.7511
  • O: 916.784.8080
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or memberss.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Owens Estate & Wealth Strategies Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use