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!
By now you should have a pretty good understanding of ESG’s three pillars: Environmental, Social, and Governance. You also likely understand that ESG analysis focuses on issues that are important for society as a way to better identify risks, opportunities, and...
As we discussed in Part 1 of this series (The Three Pillars of ESG: E for Environmental), ESG investing, with its focus on issues that are important for society, consists of three major pillars: Environmental, Social, and Governance. After an in-depth look into the...
If you’re here, you’ve probably heard a decent amount about ESG Investing already, and presumably already know that “ESG” stands for Environmental, Social, and Governance. These are specifically identified issues generally agreed upon as important for society as a...
Health Savings Accounts are very popular and, if available to you, very often are highly recommended. Most employers now offer additional high deductible health care plans with an HSA account feature to make their benefits package even more enticing. But why are HSAs...
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...
If you enjoy donating to charities that you support while also receiving tax benefits, a Donor Advised Fund may be a great option for you! In this post, we will explain what exactly a Donor Advised Fund is, and some of the tax benefits for Donor Advised Funds. What Is...