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!
Several R&A employees attended the NAPFA West Region Symposium held on July 20, 2016.
The end of the month rolls around, the bills are paid, your emergency cash is saved, and you have extra cash to spare. What do you do?
The Affordable Care Act (ACA), also known as Obamacare, represents the largest reform of healthcare in the history of the United States. 2016 will be the first year ACA penalties will hit hard enough to motivate.
Getting "rich" is having the financial ability to live your lifestyle as you desire without having to work
If you are currently using or considering using a financial advisor, please know this: Unless your advisor can clearly state that he or she is a fee-only RIA, you won't know how much you are paying.
If you’re a client of Rowling & Associates, we (of course!) believe you made the right decision. If you’re not currently a client and unsure of how to judge an advisor, we recommend looking at the four "C's"
Are you concerned about retiring? Afraid you'll run out of money? Here a few simple concepts to help you feel more confident about your retirement.
The Internal Revenue Service recently issued a warning to taxpayers: Watch out for identity theft at tax time!
Robo investing, although easy, is not the same thing as comprehensive wealth advisory services. For those looking for more than just account level “multiple choice” investing, there’s not a substitute for a good financial advisor.