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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!

Financial Planning for First-Time Homebuying

Are you wanting to purchase your first home but do not know where to start? Here are a few first-time homebuying financial planning tips to keep you from falling into the typical traps that come with this process.

Lessons from the GME Mania

The recent GameStop experiment resulted in some people making big profits, some people losing their life savings (and then some), and a lot of people learning about the stock market and how it works. . Here are five lessons I learned from the #GME mania.

Six Things To Do After You’ve Paid Off Your Student Loan Debt

Due to the shutdowns and stay at home measures put in place during COVID-19, saving money has been easier than ever before, because there really isn’t anywhere to spend it! If your situation is anything like mine, you may have taken advantage of the extra funds in your bank account to eliminate a major source of debt – your student loan debt.

Saving for Education with a 529 Plan

In this day and age, it’s never too early to start thinking about college! If you are a new parent or grandparent, you may be wondering how you can ever afford to help your child or grandchild through four years of school. There is a solution to this dilemma! A 529 plan lets you save for your child's education and comes with additional benefits.

A Case for the Fiduciary Advisor

The volatility and uncertainty associated with COVID times tends to accentuate any pre-existing cognitive biases we might have, making us even more susceptible to emotional decision making. Now more than ever is the time for investors to hand the reigns over to a fiduciary advisor.

Wedding Insurance – Why Should You Have It?

Have you ever heard the phrase, “Anything that can go wrong will go wrong”? Well, wedding insurance is there to make sure that even if something does go wrong, your investment in your special day is covered.

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!