Archive | Rowling~Sheryl

Money Maven: No escape from paying taxes

By Sheryl Rowling SAN DIEGO — Q: Do I have to pay my taxes throughout the year? Can I just pay on April 15th? A: Unfortunately, the IRS requires you to pay your taxes throughout the year. If you wait until April 15th, you might get hit with penalties. In order to avoid penalties, you […]

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Posted in Rowling~Sheryl, Travel, Cuisine, & Miscellaneous, USA

Money Maven: Paying for your child’s college

By Sheryl Rowling SAN DIEGO —  Q: My daughter is starting college. She doesn’t have much of a college fund. How do we pay the bills? A: There are several ways to pay for your children’s college expenses. Your basic choices are: 1-Pay the costs out of your own savings and investments. 2-Encourage grandparents (and other […]

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Posted in Rowling~Sheryl, Travel, Cuisine, & Miscellaneous

Money Maven: Watch out for financial scams!

By Sheryl Rowling SAN DIEGO — No matter whether you’re old or young, experienced or naive, you could be the target of a financial scam. There are many of them out there! In this article, I will describe a few recent ones. Grandson needs bail money: This is an old scheme, but it must be […]

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Posted in Rowling~Sheryl, Travel, Cuisine, & Miscellaneous

Money Maven: Saving for a rainy day

By Sheryl Rowling SAN DIEGO — Q:  My New Year’s resolution was to start a savings account, but I can’t seem to do it! How can I save money? A:   Saving money, like many goals, is more easily accomplished when you have a plan. First, decide how much you want to save. Next, develop […]

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Posted in Rowling~Sheryl, Travel, Cuisine, & Miscellaneous

Some end of the year tax tips

By Sheryl Rowling SAN DIEGO — Here is Part 2 on how to save taxes by the end of the year. Part 1 may be accessed via this link: http://www.sdjewishworld.com/2016/12/07/money-maven-year-end-tax-planning-can-save-money/ Q: How can I lower my tax bill if my 2016 taxable income will be higher than in 2017? A: Because your tax bracket will […]

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Posted in Rowling~Sheryl, Travel, Cuisine, & Miscellaneous

Money Maven: Year-End Tax Planning Can Save Money

  By Sheryl Rowling SAN DIEGO — Q:  Can you please tell me how I can lower my 2016 tax bill before it’s too late? A:        I’ll try.  By planning before January 1st, you might be able to reduce your 2016 tax bill and plan ahead for 2017.  Your tax planning will need to address […]

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Posted in Rowling~Sheryl, Travel, Cuisine, & Miscellaneous

Post-Election Financial Thoughts

By Sheryl Rowling SAN DIEGO — We are facing a new administration in 2017. Without focusing on scary “what ifs, ” I thought it would be good to look at the potential tax and financial implications of a Trump presidency. It remains to be seen whether and to what degree the new President and Congress […]

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Posted in Rowling~Sheryl, USA

Oy vey! Tax proposals from Trump, Clinton

By Sheryl Rowling SAN DIEGO –The media has been covering the presidential election nonstop. At least the Olympics have been a good distraction! As the Olympics come to a close, we’ll be back to seeing more of the election year soap opera. But, what about real information? We’ve heard very little about the candidates’ tax […]

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Posted in Rowling~Sheryl, USA

Money Maven: Are Your Investments Tax Efficient?

By Sheryl Rowling SAN DIEGO — Question: My portfolio is managed by an investment manager. How can I tell if my manager is focusing on tax efficiency? Answer: This is a great question and reflects the dilemma investors face. Returns are not spectacular these days, yet taxes never seem to decline. Combined Federal and state tax rates can […]

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Posted in Rowling~Sheryl, USA

Overtime due those earning $47,476 or less per year

By Sheryl Rowling SAN DIEGO — Whether you’re an employee or an employer, you could be affected by new overtime rules enacted by President Obama and the Department of Labor on May 17, 2016. Officially an update to the Fair Labor Standards Act (FSLA), the new rules will greatly expand the number of employees who qualify […]

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Posted in Rowling~Sheryl, USA

Better to be a long- term player in stock market

By Sheryl Rowling SAN DIEGO — As an investment adviser, I am often asked questions like: “What kind of return will we get this year?” “Is the marker heading for a big downturn?” “Are we about to experience a rally?” Answers to these questions really take a crystal ball. Unfortunately, nobody has found one that […]

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Rules for financial advisors to protect retirees

By Sheryl Rowling SAN DIEGO — Stockbrokers and insurance salespeople are upset. Why? Because the Department of Labor just approved new rules for them. The good news is that it’s good for investors. The bad news is that the new rules won’t be enforced for over a year (and the brokerage houses and insurance companies might […]

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Posted in Rowling~Sheryl, USA

SDJW thanks its March 2016 contributors

SAN DIEGO — San Diego Jewish World expresses its appreciation to the byliners and staff photographers whose works appeared in March 2016 editions. They included: David Amos Eitan Arom Judy Lash Balint Kenneth Bandler Laurie Baron Amber Bartlett Jeremy Ben-Ami Boaz Bismuth Ronnie Blair Dan Bloom Shoshana Bryen Stephen Bryen Cynthia Citron Richard L. Cravatts Jack Forman […]

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Posted in Amos_David, Baron_Lawrence, Bloom_Dan, Bryen_Shoshana, Citron_Cynthia, Harrison_Donald_H, Josefowitz_Natasha, Kamin_Ben_Rabbi, Kramer_Steve, Marks_Yaakov_Rabbi, Marmur_Dow_Rabbi, Masori_Shor_M., Ordman_Michael, Orysiek_Sheila, Reiss_Fred, Rosenthal_Leonard_Rabbi, Rowling~Sheryl, Rubin~Melanie, Samuel_Michael_Leo-Rabbi, Sharkansky_Ira, Shaw_Barry, Shefer-Vanson-Dorothea, Spier_Joe, Tauber_Eric_George, Ticker_Bruce, Trieger_Eva, Wingard_Eileen, Zimmerman_Mark

SDJW thanks its February 2016 contributors

SAN DIEGO — This publication would like to thank and express appreciation to the writers and photographers whose works appeared during February 2016 in San Diego Jewish World.  They include: Judy Lash Balint Kenneth Bandler Laurie Baron Boaz Bismuth Dan Bloom Shoshana Bryen Stephen Bryen Cynthia Citron Richard L. Cravtts Jack Forman Donald H. Harrison […]

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Posted in Baron_Lawrence, Bloom_Dan, Bryen_Shoshana, Citron_Cynthia, Harrison_Donald_H, Josefowitz_Natasha, Kamin_Ben_Rabbi, Kramer_Steve, Mantell_Michael, Marks_Yaakov_Rabbi, Marmur_Dow_Rabbi, Orysiek_Sheila, Pollack_Mimi, Reiss_Fred, Rosenthal_Leonard_Rabbi, Rowling~Sheryl, Rubin~Melanie, Samuel_Michael_Leo-Rabbi, San Diego County, Shaw_Barry, Shefer-Vanson-Dorothea, Spier_Joe, Tauber_Eric_George, Ticker_Bruce, Trieger_Eva, Wingard_Eileen, Zimmerman_Mark

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