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Welcome to the Blue Rock Blog
Why 2023 is Different! Considerations for Business Owners & Individuals
May 15, 2023
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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Underrated Brokerage Tax Planning Strategies
Apr 15, 2023
If you find a dollar on the ground, you’d excitedly pick it up. Yet, most leave many (thousands) of dollars each year in tax savings up for grabs. & the worst part? They don’t even know it. This is what it’s like to not know about: To understand how to not leave capital gains tax savings on the table, we’ll...
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Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
How to Use Your Most Valuable Asset (Hint: It’s Not Money!)
Mar 14, 2023
Time and money are two of the most valuable resources we have in life. However, when it comes down to it, time is more important than money. This may seem counterintuitive at first, as we often prioritize our financial goals above all else. However, when we look deeper into the reasons why time is more valuable, it becomes clear that...
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Financial Planning
Retirement Planning
SECURE Act 2.0 Updates That You Need To Know
Feb 15, 2023
There are many things you can avoid in life such as cavities if you brush and floss your teeth. On the other hand, paying taxes is an unavoidable responsibility, yet you can reduce the amount owed by keeping yourself informed of recent tax laws and utilizing the provisions in the tax code. The US House of Representatives passed the Consolidated...
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401(k) plan
Financial Planning
Investments
Retirement Planning
Risk Management
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The Power of Reverse Budgeting
Jan 15, 2023
Cash flow is a crucial aspect of your financial health and stability. It enables you to meet current financial obligations while simultaneously reaching future goals. Having awareness of your cash flow (such as how much money is coming in vs how much is being spent or saved) gives you greater certainty and confidence when planning your financial future. Lacking this...
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401(k) plan
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
End of Year: Brokerage Accounts Tax Loss & Gains Harvesting
Dec 15, 2022
Taxes are an inevitable part of life, and each year when we file, most of us in our working years will be hit with a hefty bill. There are, however, strategies that can reduce and sometimes even eliminate your tax liability. Reducing taxes takes planning and the foresight to take advantage of all the tax breaks that the tax code...
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Financial Planning
Investments
Tax Planning
Making the Most of Your Employer-Provided Benefits
Nov 15, 2022
A significant part of many people’s compensation comes in the form of benefits on top of their salary. Many of these benefits come with options that the employee must select, or the benefits work in conjunction with other financial products that are purchased outside of the workplace. It is important to maximize these benefits and understanding all of the nuances...
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401(k) plan
Financial Planning
Investments
Retirement Planning
Tax Planning
Systems to Avoid Financial Catastrophe
Oct 15, 2022
Goals are overrated. While a goal to grow your money is motivating – goals don’t make progress, systems do. Motivation gets you started but consistency ensures you make progress. “You do not rise to the level of your goals. You fall to the level of your systems.” – James Clear The goals set the destination, habits bridge the gap between...
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Financial Planning
Risk Management
How Your Behavior Impacts Your Future Wealth
Sep 15, 2022
They say money is a science. Yet, one of the most undervalued skills doesn’t involve math. It doesn’t involve formulas. And no, it doesn’t involve hot stock picks. It involves your behavior. How you behave with what you earn is more important than how much you earn. Our behaviors influence the daily habits that make or break our systems of...
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Financial Planning
Retirement Planning
Tax Planning
Student Loans, Are We On The Brink Of A Crisis?
Aug 31, 2022
On 08/24/22, the Biden administration announced they are forgiving up to $10,000 in federal student loans for those making less than $125,000 a year for individuals, $250,000 for married couples, and $200,000 for Head of Households. Private Loan holders are not included in the plan. In addition, they extended the pause on student loan payments to 12/31/22. It was set...
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Why 2023 is Different! Considerations for Business Owners & Individuals
Underrated Brokerage Tax Planning Strategies
How to Use Your Most Valuable Asset (Hint: It’s Not Money!)
SECURE Act 2.0 Updates That You Need To Know
The Power of Reverse Budgeting
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