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.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.