Welcome to Source Rock Capital Management!
Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. If you are looking for an investment professional to manage your company’s retirement or pension plan, you have come to the right place. If you are a successful individual looking for a financial professional, you are in the right place. We appreciate your visit!
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Six overlooked tax deductions to help manage your tax bill.
One way to find money is to examine your current spending habits and eliminate money wasters.
An inside look at how marginal income tax brackets work.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
A look inside the U.S. government's statistics on household net worth.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
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.
Here’s a crash course on saving for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When should you take your Social Security benefit?
The decision whether to buy or rent a home may have long-term implications.
There are three things to consider before dipping into retirement savings to pay for college.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”