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Rockwell Financial Services Profile
Rockwell Financial Services

@rockwellfs

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Following
263
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Statuses
176

As a financial professional, I navigate the complexities of wealth management with a blend of expertise and empathy.

Rutherford, NJ
Joined March 2024
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@rockwellfs
Rockwell Financial Services
11 days
Preparing for retirement isn’t about chasing returns it’s about understanding risk, taxes, and income timing. We share educational insights on: • Index-linked concepts • Principal protection ideas • Liquidity considerations 👉 Follow 🔁 Retweet 📩 DM me to learn more
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@rockwellfs
Rockwell Financial Services
3 days
Every policy has a personality – which one fits yours? Compare popular types of permanent life insurance based on your risk tolerance and growth goals. This quick guide makes it easy. https://t.co/rc4j6vzg9b #LifeInsurance #ConfidenceInCoverage #CashValueGrowth
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@rockwellfs
Rockwell Financial Services
8 days
Astronomers have confirmed the existence of a never-before-seen type of celestial object known as “Cloud 9,” a massive, starless cloud made mostly of hydrogen gas and dark matter 🌌 Located about 14 million light-years from Earth, Cloud 9 appears to be what researchers
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cbsnews.com
The hydrogen cloud is a remnant of the universe's early formation, NASA said in a news release.
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@rockwellfs
Rockwell Financial Services
10 days
Whole Life, UL, IUL, VUL – sounds familiar, but still unclear? This guide breaks down the core features of permanent life insurance, so you can match your strategy to your comfort with risk, flexibility, and growth potential. #InsuranceEducation #CashValueLifeInsurance
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@rockwellfs
Rockwell Financial Services
11 days
What are Wall Street’s best and brightest looking for in 2026? If you toss out the highest and lowest, you can see that the other forecasts settle into a pretty tight range for the year. What the table doesn’t show is that there will be highs and lows during the year. There
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@rockwellfs
Rockwell Financial Services
20 days
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@rockwellfs
Rockwell Financial Services
27 days
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@rockwellfs
Rockwell Financial Services
28 days
Catch-up On your 401(k) if you're over 50
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@rockwellfs
Rockwell Financial Services
1 month
Increased contribution Limits for 2026
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@rockwellfs
Rockwell Financial Services
1 month
Retirement Account Millionaires
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@rockwellfs
Rockwell Financial Services
2 months
Changing Jobs? Don't forget your retirement plan #JobChangeTips #PlanForRetirement #CareerMoves
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@rockwellfs
Rockwell Financial Services
2 months
Thinking about solar, EVs, or energy-efficient upgrades? Several energy tax credits expire under the One Big Beautiful Bill Act including: 🚗 Clean vehicle credit 🏠 Residential clean energy credit 🔋 Energy-efficient home improvement credit The IRS has published FAQs to
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@rockwellfs
Rockwell Financial Services
2 months
Starting in 2026, eligible taxpayers may deduct: 🔹Up to $25,000 in reported tips 🔹Up to $12,500 in overtime compensation ($25,000 if married filing jointly) These deductions phase out for higher-income taxpayers. Call for more information, but don’t make any changes
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@rockwellfs
Rockwell Financial Services
2 months
The One Big Beautiful Bill Act increases the Child Tax Credit to $2,200 per eligible child. Other updates to the Child Tax Credit include: ➡️ The credit will be adjusted for inflation in future years ➡️ A valid Social Security number is required for the child ➡️ For
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@rockwellfs
Rockwell Financial Services
2 months
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@rockwellfs
Rockwell Financial Services
2 months
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@rockwellfs
Rockwell Financial Services
2 months
Don’t itemize? In 2026, you can deduct cash donations to charity. You can deduct up to: 🔹$1,000 if filing single 🔹$2,000 if married filing jointly Donations must be made in cash and sent to qualified organizations. This is a new option for giving back while managing
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@rockwellfs
Rockwell Financial Services
2 months
Under the One Big Beautiful Bill Act, the standard deduction might impact your upcoming tax filing. The updated standard deduction amounts for 2026 will be: ▪️$32,200 for married filing jointly ▪️$24,150 for head of household ▪️$16,100 for single or married filing
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@rockwellfs
Rockwell Financial Services
2 months
The One Big Beautiful Bill (OBBB) Act, signed in 2025, introduces several new provisions that may shape charitable giving in the years ahead: ▪️Beginning in 2026, non-itemizers may deduct up to $1,000 ($2,000 for couples) for cash donations to qualified charities. Some limits
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@rockwellfs
Rockwell Financial Services
2 months
Dreaming of your own city apartment? The latest “Carrie Bradshaw Index” from The Economist shows that in many places, it’s getting harder to afford. The report found that 41 of 100 major U.S. cities are now unaffordable for solo renters — up from 38 last year. To comfortably
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cnbc.com
The Economist ranked 100 of the major U.S. cities by affordability for people who want to live alone.
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