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.
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to determine whether you qualify for the different types of IRAs.