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!

Understanding Residency Status in California

Thousands flock to California each year for the beautiful weather, warm beaches and pleasant scenery. It is very common for a person to have a vacation home here while maintaining an entirely separate life in another state.

The “F” word no one wants to talk about

Funerals: The topic no one wants to discuss. We plan for other important life events like weddings, vacations, and college, why not this? It could be something your family will really thank you for, even though you may not get to hear it.

The State of Your Estate

This is a tough subject that most people don’t want to think about until it’s too late. Yet these few basic actions can save lots of time and frustration when a need arises.

Time To Get Out Of Cash? Stocks? Bonds?

In these uncertain times, clients and advisors both are seeking answers and predictions on how to invest. We always fall back on staying the course through diversification. But, what if it’s different this time?

Compound It!

The power of compounding can give you a greater accumulation of funds by saving regularly and early.

Do I need to save to my 401(k) in my 20’s or 30’s?

Financial planning is best done by focusing on the big picture and then hammering down the details required to make it a reality. Your financial plan is more of a mosaic than a big canvas painting; a combination of diverse elements forming a coherent whole.

Downsizing Your Home: The Good, The Bad and The Ugly

It might be time to give up on your dream home! Even though it is exactly what you wanted, maybe you raised your kids in that home or spent 25 years there, you might realize that the upkeep needed to maintain it takes too much time, energy, and money. Downsizing your home might be an option you should consider.

Who Wants to be a Millennial Millionaire?

Have the time and money to do what you want, when you want, by embracing these three financial strategies now!

Understanding Automated Rebalancing Software

Over a decade ago, Rowling & Associates was tired of spending almost a week out of every month rebalancing client accounts. The time had come to invest in a cutting-edge, automated rebalancing tool to help facilitate the process.

Saving for a Rainy Day

Did you make a New Year’s resolution to start saving more money? It could be a tough challenge if you leave it to chance. Saving money, like many goals, is more easily accomplished when you have a plan.