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!
As you are probably aware, most of the news posted in recent weeks has not been positive. However, we are here to bring some relief and positive news to you! This blog includes several solutions to the economic impact of COVID-19.
For many people, filing their taxes and all that comes with that can be very stressful. While I think it’s safe to assume not too many people enjoy paying taxes, there are several things you can do to make the process less painful each year, including getting help from a CPA.
How many of our readers know what a 12b-1 fee is? We’re guessing not too many, which is unsettling when you consider how much paying this fee can cost investors – even when they don’t realize they’re paying it! To learn more about the dangers of these “hidden” 12b-1 fees, check out the rest of this post.
Planning a wedding can be a very fun and exciting experience! That said, it can also be a bit stressful, watching as the costs begin to add up. If you’re feeling anxious about planning your wedding, take a look at this blog for some helpful tips for saving money throughout the process!
Two years ago, as more research on sustainable investing began to appear and the number of environmental, social, and governance-focused investment options continued to grow, we began asking ourselves a question at our firm, Rowling & Associates: What if we integrated ESG-focused mutual funds into all our client portfolios?
Becoming a victim of identity theft is happening more often with today’s advanced technology. Because of this, you need to remain on high alert to protect yourself from fraud.
People often think about charitable giving towards the end of the year, but it might actually be better to start your planning now! The way in which you choose to give can have a big impact on the charity and your taxes. If you are currently taking or will be required to take IRA distributions, read on.
Lots of things can happen as we age. Some of these are good things, like heading into retirement, or getting to spend quality time with family. However, as we age, we can also experience a decline in health and mental capabilities. We become more susceptible to diseases such as Alzheimer’s or other forms of dementia. Don’t worry! With proper planning, you can be sure that you are prepared, even if the worst should happen.
Cybersecurity, or a safe online digital life, is becoming a top priority. It is increasingly important to learn about risks to your online data and how to keep yourself safe from viruses, spyware and hackers. Protecting your personal information online requires constant vigilance.
So, you have made the decision to sell your family home and move to a retirement home. While that is always a difficult choice, many people would agree that the hardest part is yet to come – deciding what to bring with you and what to leave behind.