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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!

How Financial Planning Helped Minimize My Stress During COVID-19

First off, I feel very fortunate that thus far I am still a few degrees of separation away from people who have come down with COVID. The health crisis is an ongoing tragedy unfolding and I continue to hope that we can collectively do what it takes to makes sure the fewest number of people are physically affected as possible. One very stressful realization early in the outbreak was to think about who would care for my three young children in the event both my spouse and I contracted the virus. This is just one of many concerns that can be addressed with comprehensive financial planning.

Stay the Course – Your Portfolio Will Thank You!

The effect of the coronavirus on the market, and the world, is becoming more and more noticeable. As levels of panic continue to rise, it can be hard for investors to not let their emotions run the show. Although it may seem counterintuitive, the best advice we can give you during these troubled times is stay the course!

Tips to Combat Stress During COVID-19: If You Are Financially Secure

Whether or not you are financially secure during this time, we are all feeling anxious as the COVID-19 situation continues to unfold. Those still employed worry about exposure to the virus, while those now working from home are dealing with the difficulties of a remote office. Still, if your income has not been negatively affected by the current pandemic, there are some things you can do to turn this situation to your advantage.

Tips to Combat Stress During COVID-19: If You are Facing Financial Difficulty

Millions of Americans are now dealing with the stress of financial difficulty due to loss of income. If you are a part of this group, we have put together a comprehensive list of tips that you might find helpful in overcoming, or at least reducing, your stress.

Provisions for Small Business Owners Under the CARES ACT

If you are a small business owner, there are a few programs that have been put in place during the COVID-19 crisis to relieve some of your financial burden. This post will explain what is covered by each and how to see if you are eligible.

Receiving Relief from COVID-19

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.

Make tax season less stressful with help from a CPA

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.

“Hidden” 12b-1 Fees Can Pack a Punch!

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.

How to Save When Planning a Wedding

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!

Why You Should Consider ESG Investing

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?