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Financial Planning

Year-End Planning: Financial Organizing

Year-End Planning: Financial Organizing

Here at Rowling & Associates, we talk a lot about the importance of year-end planning for taxes. Evaluating your tax situation prior to the end of the year for any tax-smart moves you can make goes a long way in reducing your future tax liability. Year-end...

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Is it time for a check-up with your financial planner?

Is it time for a check-up with your financial planner?

You probably have check-ups with your doctor and dentist annually. You also probably have your car looked at on a regular basis. Your finances are just as important as being in good health and having a safe car to drive. As you move through the different phases of your life, the occasional check-up with your financial planner can go a long way in making sure you stay on track to meet your goals.

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Preparing for the Unexpected with Emergency Funds

Preparing for the Unexpected with Emergency Funds

No one ever expects to lose their job, have an accident or have their primary source of income suddenly disappear. Unfortunately, without proper planning a small speed bump could turn into a major road block. Setting up an emergency fund can ensure that you cruise over the speed bump as smoothly as possible.

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

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.

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