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.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
One of the most common questions people ask about Social Security is when they should start taking benefits.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
For many, retirement includes contributing their time and talents to an organization in need.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investors seeking world investments can choose between global and international funds. What's the difference?
There are things you can do to keep yourself safe when you lose your wallet.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
When do you need a will? The answer is easy: right now.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.