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.
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.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to determine whether you qualify for the different types of IRAs.
How Long Will It Take to Pay my Balance?
Estimate the future value of your current savings.