Bock Financial Services

10/17/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

10/16/2026

The data in NerdWallet's August Financial Resilience Index suggests that the majority of Americans' feeling that they're in control of their daily finances may be more felt than earned.

10/15/2026

Market declines early in retirement can have a lasting effect when withdrawals are involved. Building a strategy that provides income stability may help create greater flexibility when markets fluctuate.

Let's talk about ways to help strengthen your retirement income strategy for the years ahead.

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4ymrD9I

If it gets you thinking about your own plans, send me a message.

10/14/2026

History shows that global events can create short-term market volatility. It also shows that maintaining focus on long-term goals can help investors avoid reacting solely to temporary uncertainty.

If current events have raised questions about your financial strategy, I'd be happy to talk you through them.

10/14/2026

Everything may feel stable today. But if a sickness or injury leaves you unable to work, would your income be protected?
Disability Insurance may help replace a portion of your income during a covered disability.
Let's connect and talk about protecting what matters most.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

10/14/2026

Sickness, injury, or an unexpected diagnosis can interrupt your ability to earn an income due to a covered disability event—even if the rest of your financial strategy is in great shape.
Many people don't discover gaps in their income protection until they're forced to rely on it.
Let's review your current income protection.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

10/14/2026

A sickness or injury doesn't care about your business timeline. And if you're unable to work, the income you rely on could be interrupted.
Many business owners plan for external risks—a slow quarter, a lost contract, or changing market conditions. Fewer have a plan for the risk of being unable to work themselves.
Individual disability insurance may help replace a portion of your income during a qualifying disability due to sickness or injury.
I help business owners protect what matters most with the right disability coverage. Let's connect.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

10/13/2026

For couples, retirement planning often means preparing for the possibility that one partner may live significantly longer than expected. That can affect how retirement income is structured and how long assets may need to last.

Let's discuss how your retirement strategy is designed to support both of you over the long term.