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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...
Did you know over 6.1 million people in California are over the age of 65? Recent studies show that around 840,000 people in California could be living with Alzheimer’s disease by 2025. According to the Alzheimer’s Association, people 65 and older with Alzheimer’s...
An earthquake can cause expensive damage to your home when it happens. If you live in an earthquake-prone area, like San Diego, you may want to consider obtaining earthquake insurance to protect you should the worst happen. In this article we’ll take a look at the...
As many of us will remember, 2020 saw much of California, Oregon, and Washington damaged by the 27 wildfires that roared through various counties in late August. Sadly, those of us living in these states know that “fire season” is a yearly occurrence, and there is a...
Did you know that around 66% of Americans can’t pass a financial literacy test? In fact, a FINRA study revealed that millennials especially (76% !) struggle with financial literacy. A lack of financial awareness can lead to engaging in problematic financial behaviors...
Social Security Basics Social Security is a complex program that was first introduced by the government in 1935 for the benefit of the retired, the dependent, and the disabled. Since then, it has provided millions of Americans with a monthly payment to help meet their...
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