Understanding Your Financial Future
Welcome to Shelter Rock Wealth Management. We are an independent financial services team dedicated to helping our clients and their families with every aspect of their financial lives.
We understand that individuals and businesses face unique challenges as they strive to meet their financial goals in today's rapidly changing economic climate.
As part of our comprehensive advisory process, we take the time to gain in depth knowledge of each client's situation.
We create and implement a personalized plan to help our clients make prudent financial and investment decisions which will help them pursue their goals.
Our team follows a disciplined investment process that begins and ends with our clients.
We look forward to having the opportunity to work with you.
Helpful Content
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.