Understanding Today’s Financial Environment
Welcome, I’m Bill Storck, a Financial Consultant based in Charlotte, NC covering Mint Hill, Matthews, Indian Trail, Monroe, Waxhaw, Ballantyne, Pineville, Fort Mill, Gastonia, Denver, Huntersville, University, Concord and Harrisburg. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
At the Rock we have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (704) 566-0373.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
A change in your mindset during retirement may drive changes how you consider shaping your portfolio.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Term insurance is the simplest form of life insurance. Here's how it works.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The decision whether to buy or rent a home may have long-term implications.
Recent changes in estate tax laws could affect the strategy you have in place.
Have you explored all of your choices when it comes to managing your taxable income?
$1 million in a diversified portfolio could help finance part of your retirement.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.