SAN DIEGO (Press Release) — Rowling & Associates, a leading independent wealth management firm, has announced the availability of company founder Sheryl Rowling’s new book, Your Financial Travel Guide to Life. This personal financial management guide addresses the changing financial issues people face as they journey through the many stages of their lives.
The easy-to-read book, co-authored by members of the Rowling & Associates team, contains many insights, quotes, tips and “must-do’s” designed to help people meet their long term goals through a common-sense approach to managing their financial resources. Based on Rowling’s 30-year career as an award winning and highly acclaimed financial advisor, the book provides the critical advice and guidance people need, tailored to their specific stage in life.
“Life is a journey; one in which you might encounter any number of financial decisions that can either help you down the path toward financial success or hinder your progress,” saidRowling. “I wrote this book to help people navigate the many financial crossroads they encounter along their expedition of life, making sure to include not only advice about prudent financial decisions, but also to encourage them to have fun along the way, and to enjoy the best that life can offer.”
The book is structured into three sections:
- The Adventurer Years: Early working years, 25-45 years of age
- Vacations and Getaways: Later working years, 45 – 65 years of age
- Cruises and Elderhostels: Retired years – 65 years and onward
Each section contains unique articles that are specific to the financial situations that typically arise during those periods of life. Designed to be a starting point to push further discussion, research and introspection, the advice and guidance provided will enable readers to be more confident and decisive in their financial choices.
“After 30 years working with wonderful clients, I’m very thankful for the opportunity to learn from them, along with the support of my staff, friends, and family,” said Ms. Rowling. “The journey with all of them has given me the perspective of how to take on life’s financial challenges and I am pleased and honored to be able to share these experiences with a broader audience through the publication of this book.”
Your Financial Travel Guide to Life is available to order online at http://www.lulu.com/shop/sheryl-rowling-cpapfs/your-financial-travel-guide-to-life-30-years-on-the-road-with-rowling-associates/paperback/product-23447782.html
Rowling has been providing fee-only tax and financial planning advice since 1979. She is the founder and principal of Rowling & Associates with professional credentials including Certified Public Accountant and Personal Financial Specialist. Active in her field, Rowling has been named one of the nation’s top 250 financial advisors by Worth magazine and has been included as one of Accounting Today’s Top 100 Most Influential People in Accounting. Previously, Sheryl managed tax departments at Arthur Young & Company and two multi-million dollar corporations. She holds an MBA in finance and a BS in accounting from San Diego State University. She also writes a column for San Diego Jewish World.
Rowling & Associates provides fee-only, tax-efficient financial planning and investment advice. The firm doesn’t earn commissions on any recommendations and adheres to strict fiduciary standards. Prestigious designations held at the firm include Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Certified Financial Planner ™ (CFP®). To learn more, log onto http://www.rowling.com
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Preceding provided by Rowling & Associates.