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Month: January 2025

Should I Buy or Lease a Car?

January 28, 2025

In this video I rumble through lots of math to definitively answer the question – should I buy or lease a car? (Hint – and there are exceptions – buying is almost always the better choice if you’re willing to keep a car for ten years or more.) This is a great video for young families who find themselves in need of new wheels to support an expanding family or if you are a parent of an adult child looking for help when buying their first car on their own.

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Doing the Math – Traditional vs. Roth 401(k) Contributions

January 9, 2025

We’re doing lots of math in this video to help you decide whether it makes sense to do traditional 401(k) contributions or Roth 401(k) contributions if that’s an option for you. This video is great for early to mid-career people deciding what to do in their 401(k)’s and is also great for you to share with adult children who are early in their careers. Bottom line – it often makes sense to contribute in both ways to your 401(k); however, your unique circumstances and goals may have you leaning heavily in one direction or the other!

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This website is limited to the dissemination of general information about Rowan Financial, LLC’s services, together with access to additional investment-related information, publications and links. Accordingly, the publication of this website should not be construed as a solicitation or offer to effect, or attempt to effect, transactions in securities or personalized investment advice for compensation over the Internet. The material on this website is without regard to the specific investment objectives, financial situation or particular needs of any visitor. Any opinions expressed on this website do not constitute investment advice. Rowan Financial, LLC is registered with the Pennsylvania Department of Banking and Securities. Rowan Financial, LLC and its representatives are in compliance with the current registration requirements applicable in the states that our current clients reside within. Rowan Financial, LLC and its representatives may only transact business or communicate individually with any client/prospective client about rendering investment advice or solicit or negotiate the sale of investment advisory services in those states it is registered within, or where it qualifies for an exemption from registration. To determine whether or not our firm is permitted to conduct business in your state, contact our office or your state’s securities law administrator. You can also find this information at www.adviserinfo.sec.gov.

Our CRD number is 146650. We have provided services to clients in over 20 states all across the country. Although we may not be currently registered in your state, we’ll do so if it’s required to provide our services to you.
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