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.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
How long does a $20 bill last?
Knowing the rules may help you decide when to start benefits.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A bucket plan can help you be better prepared for a comfortable retirement.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Have you explored all of your choices when it comes to managing your taxable income?