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 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.

Moving Out of the Country?

Whether you’re thinking about moving to another country once you retire or to just try something new, there’s a lot to know before you go.

The Week of Sheryl Rowling

Sheryl just finished a week of unparalleled exposure for her and her various endeavors. Sheryl continually shows that the sky is her limit.

Smart Money Moves for Graduate School Students

With the cost of graduate school tuition ranging anywhere between $30,000 to $70,000, it may be hard to think of your graduate school years as a time to better position yourself to achieve your long term financial goals.

Tax Planning Opportunities for the Remainder of 2016

As the end of 2016 approaches, there are several tax planning moves you can make to minimize your tax liabilities and possibly minimize your tax liability in the future. Not every option will work for every taxpayer; however with a little planning you may be able to save a lot of money.

Is This What You Call An Alternative?

Question: What is the Alternative Minimum Tax? Answer: The Alternative Minimum Tax (AMT) is a tax designed to ensure that high income people pay their fair share of taxes. Unfortunately, it is a rather insidious tax that can impact those who aren’t in the top brackets as well.

Borrowing From Your IRA Without Paying Tax

Sometimes you need extra cash and it’s hard to find a good source. Borrowing from your IRA is an interesting option that you might not know about.

Intra-Family Loans Explained

There are times when your children need help. When that help is financial, an intra-family loan could be the answer - but you have to do it right!

Presidential Candidates’ Tax Proposals

The media has been covering the presidential election nonstop. Yet, we’ve heard very little about their tax policies. Based on information released from their campaigns, here’s a quick overview of where each candidate stands. Keep in mind that regardless of who wins in November, any changes to tax policy requires congressional action.