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!

R&A Continues to Learn at Junior Achievement

Several R&A employees attended the NAPFA West Region Symposium held on July 20, 2016.

What’s a Brokerage Account?

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?

Obamacare: Penalties that Pack a Punch in 2016

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.

The ABC’s of Mutual Fund Share Classes

Have you ever wondered what the letters are that signify a mutual fund's share class? Well, I’ll tell you what it means. It’s a four-letter word that starts with “F”. FEES!

How To Get Rich

Getting "rich" is having the financial ability to live your lifestyle as you desire without having to work

How Much Are You Paying For Financial Advice?

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.

The four C’s are not just for finding the perfect diamond

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"

Worried about Retirement?

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.

Identity Theft and the IRS

The Internal Revenue Service recently issued a warning to taxpayers: Watch out for identity theft at tax time!

Why Real Advisors are Better than Robo-Advisors

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.