Allan S. Roth

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.

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Money & Policy

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

Money Buy Happiness

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

Health Insurance

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

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

Sandy beach

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

Woman calculating personal finances

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

credit union act of 1934 postal stamp

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

SEPTEMBER 19, 2012 | By Allan S. Roth

Sponsored

Kate Szerszen watches Alan Teasley’s online OLLI class about Stephen Sondheim

Work & Purpose

No Way to Go to Adult Classes? No Problem

Programs like OLLI and One Day University now teach older students online

Special Report

Four long-term survivors of HIV: Joseph Gaxiola, Stephanie Stuart, Sharon Bosley and Robert Toth

Still Here, Still Positive

A series on America's first generation aging with HIV/AIDS

Presented by

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.