Providing Solutions for the #1 Concern Facing Retirees - Running Out of Money
Welcome, I’m Bill Storck, a Financial Consultant with Rock Financial Services based in Charlotte, NC covering the Carolinas and Florida. We understand that individuals face daunting and unique challenges as they prepare for retirement. At Rock Financial Services, we can help take the mystery away by showing you a simple and sensible process to follow that can reduce your concerns and anxieties. Therefore, if you are concerned about running out of money in retirement or whether your spouse will have enough income when you die we can provide solutions that take the anxiety away.
At Rock Financial Services we have years of experience in financial services. We can help you address your needs of today and for many years to come. At Rock Financial Services we look forward to working with you prior to retirement and while you are in retirement. Please call (704) 566-0373 to have your current retirement and/or income plan reviewed.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Should You Invest in Exchange Traded Funds?
There are nearly 1,200 ETFs available. Should you invest in them?
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
A quick look at how federal income taxes work.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
For some, the social impact of investing is just as important as the return—perhaps, more important.
Knowing your options when a CD matures can help you make a sound investment decision.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
If you died, what would happen to your email archives, social profiles and online accounts?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Understanding the cycle of investing may help you avoid easy pitfalls.
Why are 401(k) plans, annuities, and IRAs so popular?