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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 contact us with questions about any of the articles. We are happy to respond!

Joe Biden Proposed Tax Plan

With the upcoming election, there is the possibility of a new tax plan. Find out what the Joe Biden tax plan could be if he is elected and what you can do to prepare for it.

Have You Named a Trusted Contact?

Financial exploitation costs vulnerable adults in the United States an estimated $2.9 billion every year. Since 2017, suspicious activity report filings regarding seniors have almost quadrupled. Naming a trusted contact can help to keep your accounts secure.

Lorenzo Sanchez Interview on the Investing Forward Podcast

Recently, our very own Lorenzo Sanchez, CFP® was profiled on the Investing Forward Podcast with Linda Rogers. Below is an edited interview of how Lorenzo and the team at Rowling & Associates are creating a unique investing, tax and financial planning firm, while aligning clients’ values with their investing and charitable goals.

And Then Came the Wolves

Ever wonder what could happen if you received a major financial windfall? Read more to find out!

Learn about Disaster Relief Options for the 2020 Wildfires

If you or someone you know has been impacted by the wildfires in California, Oregon, and Washington, even if “just” evacuated or dealing with smoke and ash, there are programs being put into place to help! Read on to find out more about the various options for disaster relief.

Learn About California’s “Where’s My Ballot?” Tool

Are you worried about your mail-in ballot arriving on time? Never fear! The new California online tool for voters, "Where's My Ballot?" will let you track it.

Pet Insurance: Financial Planning for Pet Ownership

One thing we are seeing during this global pandemic is an increase in pet adoptions. If you've adopted a new furry family member or are thinking about adopting, you may not be aware of the overall costs involved. Some of these costs may take you by surprise in the form of a large vet bill. Just like children, pets sometimes get sick. Find out how good financial planning and good pet insurance can protect you from surprise costs.

Financial Advice While You’re Stuck at Home

So, we’ve all been sent home to stay six feet apart from everyone – and you just found out you have been furloughed from your job. Now what will you do? I have heard that watching Netflix and playing video games are quite popular, but you must also pay your bills. It’s too late at this point to start saving for a rainy day. That day is here.

How New Digital Tools at Schwab Benefit You

With technology continuing to advance, there are always new ways to eliminate paper and use new and improved digital tools to make it more convenient for you to manage your accounts online. We covered a few of these options in our post, Digital Tools for your Accounts with Charles Schwab. In this article, we will look at a few more Charles Schwab digital tools, and how these options can benefit you.

Digital Tools for your Accounts with Charles Schwab

With more employees currently working from home, the availability of digital tools continues to grow, making many tasks easier to complete online. Schwab offers many options to help make everything from account opening to account requests easier for you.