Welcome to the Blue Rock Blog

As the economy has shifted and we all take a step back to reevaluate what is most important, the question we’ve been getting a lot recently, is “Where do I Start?” At Blue Rock Financial Group we work with three main groups of clients: For each of these groups, the considerations are similar but slightly different. Business Owners For most,...

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Blue Rock Financial Group is pleased to announce that Carter McClung, CFP®, CSLP® is the only CFP in the state of Delaware who has the Certified Student Loan Professional (CSLP®) designation. This designation is specific for financial professionals focused on providing advice regarding the repayment of student loan debt. Student loan debt is unlike any other debt out there today...

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When you hit 65 years of age, it can feel like a daunting task navigating Medicare. When should I enroll, what if I’m still covered by a health plan at work, how is Medicare different from my private insurance? Blue Rock’s Founder Todd Roselle, CFP®, ChFC®, and special guest Medicare Supplement Expert Jerry O’Neil answer all these questions and then...

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It’s no secret that Sussex County’s real estate market is booming. From new constructions to rental properties, Delaware Beaches have become the new “it” place to live and everyone wants a slice of the pie. Blue Rock’s Founder Todd Roselle, CFP®, ChFC®, and special guest Tom Carney, JD from T.Carney Sussex Law (TCSL) dive headfirst into the hottest real estate...

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We prefer preventative measures in both categories, health, and wealth. You’ve heard the term, Health Care, but in many respects, our system is geared toward those who are sick, therefore providing Sick Care. While this piece is more geared to wealth than health, the same principles apply. Proactive Wealth Management and Planning offer the same benefits as true Health Care....

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Blue Rock Financial Group has announced the hiring of Theo Dressler, CFP®, as Financial Advisor and Client Relationship Manager, and Dawn Mitchell as Client Service Representative. Both individuals bring a wealth of experience to the company with strong backgrounds in the financial industry.  Prior to joining Blue Rock, Dressler served in the Air Force, Air National Guard, and Air Force...

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Inflation has been a hot topic word, especially within the two years, but what does inflation mean for you and your financial freedom? Higher inflation can be a double-edged sword depending on how you look at it. Blue Rock Financial Group’s Todd Roselle, CFP® ChFC®, and Jeff Kaczmarczyk, CFA® break down what inflation is and how it impacts many facets...

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Proactive tax planning is a year-round endeavor, but the year’s end presents business owners with opportunities to maximize their tax savings. Here are a few key strategies to consider before ringing in 2022.   Fill Up Your Retirement Funds It’s essential to save as much as you can for retirement in tax-advantaged accounts like 401(k)s or IRAs.  Apart from setting...

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Blue Rock Financial Group had a wonderful time supporting the Inaugural Motorcycle Santa 5k as both a gold level sponsor & as a participant! The event benefited the Ronald McDonald House of Delaware & had an impressive turnout. Motorcycle Santa started in 2015 as an impromptu idea to spread some holiday cheer. An Amazon prime delivery of a Santa suit,...

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On top of saving for your retirement and other goals, business owners also have to take the lead in saving for their kid’s education. How can business owners save for college smarter? ...

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