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!
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
These food myths will really put a drain on your wallet.
Learn about all the parts of Medicare with this informative and enjoyable article.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
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.
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.
There are some smart strategies that may help you pursue your investment objectives
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What if instead of buying that vacation home, you invested the money?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When markets shift, experienced investors stick to their strategy.
There’s an alarming difference between perception and reality for current and future retirees.