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Making the S-corp election could help you save a lot of money that would otherwise be lost to taxes. Is an S-Corp election right for you?...

Investing in a Roth IRA presents many unique financial planning advantages that can help you reach your goals both now and in the future. Learn more about this special account today. ...

Wealth moves in waves. Many diagrams of wealth cycles resemble a wave you might see off the Delaware shoreline. The most unpredictable part of a wave isn’t on its ascent, rather its descent as it decides where to crash and what particles get swept up in the foamy residue. Wealth operates similarly. Most advice centers on wealth accumulation, which makes...

What should I do in preparation for the outcome of the election? This seems to be the most common question we are getting these days and worries many Americans as we approach election day. The anxiety that Americans feel has varying degrees and rationales, but the overall theme is – uneasiness. Regardless of who you’re voting for or who ultimately...

Blue Rock Financial Group is extremely proud to announce that one of our own passed the CERTIFIED FINANCIAL PLANNER examination on September 23, 2020. Blue Rock Financial Group formally Congratulates Carter McClung. There are over 310,000 financial advisors in the United States. According to the latest CFP® statistics, of those 310,000+ advisors, only 86,900 are CFP® Professionals. The most impressive...

Becoming a grandparent is a joyful experience, and the luckiest grandparents are arguably those who live close to their grandchildren. As grandparents, you play an important role in a multigenerational experience, giving your grandkids your presence, wisdom, and sometimes, financial support. Helping grandchildren with college expenses is a great way to invest in their future while easing the burden on...

Risk tolerance impacts every aspect of your investment strategy from your portfolio’s asset allocation and asset location, to your investment goals and time horizon. Understanding your risk tolerance will make a positive impact on the structure and maintenance of your portfolio. Ready to see how? Let’s dive in....

We recently wrote about the concept of asset location and how it differs from asset allocation. You may recall that asset location is a tax minimization strategy that places your assets in the most tax-efficient investment accounts. Asset allocation, on the other hand, focuses on optimizing returns while spreading out investment risk, by positioning your portfolio holdings across different sectors....

Self-employed Delawareans – do you know when your 2020 quarterly estimated taxes are due? This year has been quite odd as it’s June 12 and we haven’t filed taxes yet. As we dive further into 2020 the question is, what does this mean for those who make quarterly estimated payments? As COVID-19 has pushed back the 2019 tax filing deadline...

With the recent passing of the CARES Act in response to the COVID-19 virus, we wanted to take the time to bring you a detailed overview of the Act and what this could mean for you! What is the CARES Act? The CARES Act is a 2 trillion-dollar coronavirus economic stimulus bill that President Trump signed into law on March...