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The Blog

Get helpful tips for managing your money, financial planning information, tax savings, and financial news in these financial articles.
We enjoy making the complicated financial world simple for our clients. From short blog posts to full articles and even videos, financial professionals at Rowling & Associates explain the topics that are important to you.

Feel free to contact us with questions about any of the articles. We are happy to respond!

Rowling & Associates Sustainable Finance and Wealth Management
Is a SEP IRA Right For You?

Is a SEP IRA Right For You?

by Paxton Dolan | May 17, 2022

If you’ve worked for your employer for three years or more, and received at least $650 in compensation, then a SEP IRA may be right for you.

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Is a Roth IRA Right For You?

Is a Roth IRA Right For You?

by Paxton Dolan | Apr 22, 2022

Are you a younger individual in a low tax bracket, looking to start saving? A Roth IRA may be the solution for you!

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Is a Traditional IRA Right For You?

Is a Traditional IRA Right For You?

by Paxton Dolan | Mar 11, 2022

Are you hoping to make your financial well-being more of a priority? You can start this investment in your future with a traditional IRA.

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Life Insurance: Term vs. Permanent – Part Two

Life Insurance: Term vs. Permanent – Part Two

by Paxton Dolan | Nov 3, 2021

Not sure if term or permanent life insurance is right for you? Consider permanent life insurance if you’re looking for lifetime coverage and tax benefits!

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Life Insurance: Term vs. Permanent – Part One

Life Insurance: Term vs. Permanent – Part One

by Paxton Dolan | Oct 27, 2021

Are you considering purchasing life insurance, but don’t know where to start? Begin with term life insurance, the simplest form of coverage.

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Is ESG Investing a Trend?

Is ESG Investing a Trend?

by Steve Doster | Oct 13, 2021

ESG investing is more than a passing trend. If you volunteer for nonprofits, use solar power, or donate to causes you support ESG investing could be the next step for you!

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