Services
Business
Corporate Retirement Plans
Exit Strategy
401k Login
Individual
Asset Management
Financial Planning
Modified Family Office
Who We Are
Our Team
Our Beliefs
FAQS
Resources
Join Our Blog
Client Login
Go Paperless
401k Login
Send Files
RSVP
Other
Join the Team
Media Requests
Schedule a Consultation
Blog
TALK TO AN ADVISOR
Search
Call Us
Services
Business
Corporate Retirement Plans
Exit Strategy
401k Login
Individual
Asset Management
Financial Planning
Modified Family Office
Who We Are
Our Team
Our Beliefs
FAQS
Resources
Join Our Blog
Client Login
Go Paperless
401k Login
Send Files
RSVP
Other
Join the Team
Media Requests
Schedule a Consultation
Blog
TALK TO AN ADVISOR
Welcome to the Blue Rock Blog
What is Sustainable Investing
Environmental, social, and governance, or ESG investing, is a way to build a more ethical portfolio based on your beliefs to make the world a better place. How this is accomplished is to eliminate certain companies or practices from a portfolio (such as oil/energy) and favoring environmentally friendly companies (such as renewable energy/solar). Funds may also underweight companies with a...
Read More
Financial Planning
Investments
Celebrating 10 Years and Beyond
2022 marks yet another milestone for Blue Rock Financial Group. The firm was born to provide guidance based on a plan, financial planning. Back in 2012, the number of true financial planning firms, especially in Delaware, was very few. Leading with advice, instead of a commission-based product was an emerging way to way to approach the financial services industry. Blue...
Read More
Events
Pension Versus Lump Sum
How do you choose – pension or lump sum? Pension payment options are guaranteed for your life, and you don’t have to worry about outliving the money. Lump sum option requires you to take the money, roll it over into an IRA, invest it, and generate cash flows by taking systematic withdraws throughout your life. As a retiree eligible for...
Read More
Financial Planning
Retirement Planning
Why Donor Advised Funds May Be The Best Way To Give
Donor-Advised Funds are an excellent way to carry out your charitable giving goals. Why are they so beneficial? It’s primarily because of the unique advantages like immediate tax benefits and flexibility concerning cash and non-cash assets. Let’s explore donor-advised funds a little more in-depth to see how they may be a valuable tool for you. The Basics of Donor Advised...
Read More
Financial Planning
Tax Planning
Wills 101: What You Need to Know About Drafting a Will
How do you want your possessions to be transferred when you’re no longer here to make decisions? Many times, we focus solely on accumulation. Growing within our role, achieving our goals, and completing what seems like a never-ending to-do list. Rarely, do we take the time to plan for our death. What happens then? All that you’ve collected will be...
Read More
Financial Planning
Retirement Planning
Risk Management
Tax Planning
How To Improve The Tax-Efficiency of Your Estate Plan
Estate planning is a critical component to your entire financial plan. It’s a testament to your life’s work and legacy. To safeguard your estate for years to come, it must also be tax efficient. Let’s look at key ways you can make your estate plan more tax-friendly. ...
Read More
Financial Planning
Retirement Planning
Tax Planning
When’s The Right Time To Take Your Social Security Benefits?
Social Security plays a pivotal role in your retirement plan. Enroll too early and you could miss out on higher monthly payments but enroll too late and you might not be able to take advantage of that inflated monthly influx. When’s the right time for you to collect? ...
Read More
Financial Planning
Retirement Planning
When Should You Contribute To A Roth 401(k)?
A Roth 401(k) allows you to save on an after-tax basis and can be an effective tax-planning tool both before and during retirement....
Read More
401(k) plan
Financial Planning
Retirement Planning
Tax Planning
QCDs: A Smart Giving Strategy for Retirees
Charitable giving plays a crucial role for many retirees. Given the tumultuous impact of the coronavirus pandemic, charities and the people they serve have seen a sharp increase in the need for financial resources; and so far, many donors have risen to the task. Fidelity charitable reported that over half of donors planned to maintain their levels of giving and...
Read More
Retirement Planning
Tax Planning
The Impact of Taxes on Retirement Income
You’ve spent decades diligently planning and saving for retirement, and while you know at some level that taxes will be deducted from your monthly retirement income, it’s often a relief to understand the ‘bottom line’ when it comes to your retirement income expectations. During your working years, proactive tax planning is a long term strategic approach to minimizing your tax...
Read More
401(k) plan
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
1
2
Next
Categories
401(k) plan
Business Planning
Events
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Todd Talks
Recent Posts
Considerations As We Enter a Bear Market
What is Sustainable Investing
Five Methods of Withdraw from Your Retirement Accounts to Avoid
Financial Planning “Todd Talk” – Real Estate at the Delaware Beaches in 2022
Celebrating 10 Years and Beyond
Services
Business
Corporate Retirement Plans
Exit Strategy
401k Login
Individual
Asset Management
Financial Planning
Modified Family Office
Who We Are
Our Team
Our Beliefs
FAQS
Resources
Join Our Blog
Client Login
Go Paperless
401k Login
Send Files
RSVP
Other
Join the Team
Media Requests
Schedule a Consultation
Blog
Search
Submit
Clear
Search
Submit
Clear
Search
Submit
Clear
Services
Business
Corporate Retirement Plans
Exit Strategy
401K Login
Individual
Asset Management
Wealth Management
Modified Family Office
Who We Are
Our Team
Our Beliefs
FAQS
Resources
Join Our Blog
Client Login Resources
Client Login
Go Paperless
401K Login
Send Files
RSVP
Other
Join the Team
Media Requests
Schedule a Consultation
Blog