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Rowling & Associates Blog

Get helpful tips for managing your money, financial planning information, tax savings, and financial news in these blog posts.

We enjoy making the complicated financial world simple for our clients. From short blog posts to full articles and even videos, financial professionals Sheryl Rowling and Steve Doster explain the topics that are important to you. There are also blog posts by our younger team members addressing the financial issues the X and Y Generations are dealing with now.
Please share any content you like on your social media pages. Feel free to add comments or ask questions on any of the articles. We are happy to respond!

How to Claim More Tax Deductions before the New Year

Those who give shall receive tax deductions. There are a few different ways of donating to charity and receiving a benefit, even if you do not itemize your deductions. In this article, we will discuss how this is possible.

Smart Choices for your Employee Benefits

Open enrollment for employee benefits is happening right now at most companies. Before tossing aside the large package of materials, take the time to understand and choose your employee benefits wisely. Many employers offer nice benefits that can save money and help protect your future. However, understanding all those options can be very confusing!

Can You Retire?

Ever wonder if you could retire at an early age? Or with a specific annual income or lifestyle? Or quite simply, if you could retire at all? Many of our clients have had these same questions that you might be asking yourself.

The World of Student Loans – Types of Loans

With rising tuition rates around the country, more and more parents are looking at student loans to help pay for their child’s college. Through our Student Loan Series, we aim to educate you about the types of loans available, the repayment plans out there and ultimately the best strategies to pay them off.

Is it time for a check-up with your financial planner?

You probably have check-ups with your doctor and dentist annually. You also probably have your car looked at on a regular basis. Your finances are just as important as being in good health and having a safe car to drive. As you move through the different phases of your life, the occasional check-up with your financial planner can go a long way in making sure you stay on track to meet your goals.

Why should you want professional help with your financial planning?

There are many different aspects of financial planning, from retirement planning, to employee benefits, to ensuring your estate and assets are properly protected. It’s a lot to manage all on your own. In this post, we’ll talk about the value of having a financial advisor to consult, and the criteria you can use to ensure you are choosing the best person (or people) for the job.

Financial Planning for LGBTQ Couples

With the Supreme Court ruling in 2015 that every state must allow same-sex marriage, all LGBTQ couples can now ask, “Should we get married?” Before answering yes, there are many financial planning pros and cons to discuss between the two of you and your financial advisors.

Who do you want to handle your financial planning?

Financial planning is a way of figuring out whether and how a person can meet their life goals by properly managing their financial resources. There are a lot of people and companies out there who want to take on the role of a financial advisor in your life – but that doesn’t mean you should let them

Employer Plans: Avoiding Costly Mistakes

Most workers have a significant portion of their assets in their employers’ retirement plans. It is great to see so many people saving from every paycheck for their future, but there could be some costly mistakes that could derail your worry-free retirement. Here’s what to watch out for.

AdvisoryHQ has named Rowling & Associates a Top Advisor in San Diego!

When it comes to financial planning and investments, you need a financial advisory firm that is looking out for your best interests. With that in mind, we are pleased to announce that AdvisoryHQ has once again named Rowling & Associates one of the Top Financial Advisors in San Diego!