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!

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.

Graduating During the Great Recession

Students who will be graduating during or directly following the COVID-19 pandemic will be entering a job market that is severely impacted, making it hard to begin their career in the way they may have hoped. Here are some lessons that I learned, having graduated during the Great Recession that can help these students to make the best of these unfortunate circumstances.

5 Ways to Jump Start your Financial Wellness with your COVID-19 Stimulus Check

Over four-fifths of US adults will receive a stimulus check by the time they have all been sent or direct deposited. Here are five ideas for five different situations for those who are not relying on using the stimulus check for immediate financial relief.

San Diego County Relief Program for Small Businesses

If you are a small business owner in San Diego, there is a new program that may help to relieve some of your financial burden caused by COVID-19.

I maxed out my 125 plans at work pre-COVID, what now?

When the COVID-19 pandemic first exploded in the US back in March, the majority of the country shut down in an attempt to slow the spread of the disease. These business closures had many long-term effects that were hard to anticipate initially. One of these was the effect on funds set aside in 125 plans.

College Financial Aid After COVID-19

As the COVID-19 situation continues to unfold, there is a lot of uncertainty regarding what the future will look like as we begin to recover from this pandemic. One major concern for students and parents alike is what college financial aid will look like next Fall and Spring.

Support the Black Lives Matter Movement through Charitable Giving

Following the murder of George Floyd in Minneapolis on May 25th, our country has entered a period of civic unrest unlike anything we have seen before. As the Black Lives Matter movement continues to gain traction, many find themselves asking – how can I help? One of the best ways to support any cause you are passionate about is through charitable giving.

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.