Understanding Our Investors
At Solid Rock Financial Planning, we strive to help qualified investors maintain and grow their financial assets through deeply personalized service. By truly listening to our clients, we help them meet their goals, mitigate risk during volatile markets, and plan a financial legacy to bless generations into the future.
Providing unparalleled service, Solid Rock Financial Planning is not just your advisor, but is your solution for a more secure financial future.
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What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.