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.
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?
This checklist can give you a quick snapshot of how prepared you are.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
How to help determine life insurance needs to provide for your family after you pass away.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Tax preparation may be the perfect time to give the household budget a check-up.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
All about how missing the best market days (or the worst!) might affect your portfolio.
Even low inflation rates can pose a threat to investment returns.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A bucket plan can help you be better prepared for a comfortable retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
Taking your Social Security benefits at the right time may help maximize your benefit.