Allan S. Roth

Allan S. Roth is the founder of Wealth Logic, a financial planning and investment advisory firm in Colorado Springs, Colo. The author of How a Second Grader Beats Wall Street, Roth teaches investments and behavioral finance and writes for AARP, Financial Planning magazine and others.

Most Recent

My Bank Wanted to Charge $504 in Fees: Here’s What I Did

customer writing application at bank office

Why you should watch out for high bank fees and bail if you can't stop them

MARCH 21, 2019 | By Allan S. Roth

Money & Policy

Can Money Buy Happiness? A New Way to Measure

A noted financial adviser says it's not how much you have that matters

OCTOBER 9, 2018 | By Allan S. Roth

Money & Policy

Health Insurance: The Scary Hole in America’s Financial Plans

A financial adviser's open letter to Congress

OCTOBER 31, 2017 | By Allan S. Roth

Money & Policy

The Right and Wrong Way to Earn More on Your Savings

3 lessons from the experience of this financial adviser's dad

JANUARY 17, 2017 | By Allan S. Roth

Money & Policy

The Seamy Side of Annuity Sales

A financial planner's tips based on Sen. Warren's blistering report

NOVEMBER 12, 2015 | By Allan S. Roth

Money & Policy

Feeling Cool About a Hot Personal Finance Book

A noted financial planner reviews 'The Bank on Yourself Revolution' bestseller

APRIL 23, 2014 | By Allan S. Roth

Money & Policy

5 Things You Probably Don’t Know About Credit Unions

They often pay higher interest rates than banks, but their investment products can be pricey

SEPTEMBER 19, 2012 | By Allan S. Roth

Money & Policy

What Could Improve Women’s Retirement Outlook

A call to action based on a new survey of female workers and retirement

Special Report

Group of older adults enjoying coffee at a coffee house.

In Good Company

We all feel lonely at times. But it doesn't have to be that way.

Special Report

Age-Friendly Health Care

Follow our in-depth examination of current health care offerings through an age-friendly lens. What does age-friendly health care look like, and how do you locate and access it? We cover how to prioritize your unique needs when selecting providers and treatments for yourself or a loved one.

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