4801 East Independence Blvd, Suite 1003
Charlotte, NC 28212

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Bill Storck

(704) 566-0373

 
Where Is the Market Headed? Social Security: By the Numbers Retiring the 4% Rule Raise Your Retirement Income

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.

 

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Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

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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

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

 

How Income Taxes Work

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A Bucket Plan to Go with Your Bucket List

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Types of Stock Market Analysis

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A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Investing with Your Heart

For some, the social impact of investing is just as important as the return—perhaps, more important.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

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Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Power of Tax-Deferred Growth

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