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.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Lifestyle considerations in creating your retirement portfolio.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Four vacation destinations you might never have thought of.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
If you died, what would happen to your email archives, social profiles and online accounts?
For women, retirement strategy is a long race. It’s helpful to know the route.
There are hundreds of ETFs available. Should you invest in them?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?