Helping to Light the Way!
Our Goal at SplitRock Financial Group is to help our clients achieve personal and business success by providing the best possible team of trusted professionals and solutions available to achieve their financial goals.
Our Goal at SplitRock Financial Group is to help our clients achieve personal and business success by providing the best possible team of trusted professionals and solutions available to achieve their financial goals.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Determine whether you should consider refinancing your mortgage.
Compare the potential future value of tax-deferred investments to that of taxable investments.