BUSINESS OWNERS
PRE-RETIREES & RETIREES
EXECUTIVES & PROFESSIONALS
TALK TO AN ADVISOR
Search
Call Us
Who We Serve
Business Owners
Pre-Retirees & Retirees
Executives & Professionals
Who We Are
Our Team
Our Beliefs
FAQS
Resources
Send Files
Client Login
Account Logins
Go Paperless
RSVP
News & Blog
Blog
News & Events
Join Our Blog
Blue Rock 401k Group
Retirement Plans
401k Client Login
Other
Join the Team
Media Requests
Schedule a Consultation
Videos
TALK TO AN ADVISOR
Welcome to the Blue Rock Blog
3 Important Financial Considerations Before You Jump Into Your Next Business Idea
Feb 15, 2022
Whether you’re a serial entrepreneur or you’re just considering venturing out on your own, you need to lay a solid financial foundation before diving into the deep end. Here are three elements that can help anchor your financial plan. #1: Lay the Financial Foundation Before launching a new business venture, it’s critical to ensure you start on solid financial footing....
Read More
Business Planning
Financial Planning
Investments
Risk Management
Why Living Below Your Means Can Enhance Your Budget and Your Lifestyle
Jan 17, 2022
Lifestyle inflation is an easy trap to fall into, especially as you earn more money. But living within or below your means doesn’t have to translate to months of Ramen noodles and nights home alone. Instead, it’s an opportunity to intentionally spend your money and bring more meaning and fulfillment to your finances. Find Your Financial Sweet Spot First, it’s...
Read More
Financial Planning
Why Donor Advised Funds May Be The Best Way To Give
Dec 15, 2021
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
Kelly Kaczmarcyzk Earns CFP® Designation
Nov 29, 2021
Blue Rock Financial Group is proud to announce that our CCO & Director of Operations Kelly Kaczmarcyzk has earned their CFP® certification marks authorized by the Certified Financial Planner Board of Standards (CFP Board). According to the CFP Board, only 5.5% who hold this designation are between the ages of 20-29 and only 23.4% are female making Kelly’s accomplishment even...
Read More
Events
The Best Year-End Tax Moves Business Owners Won’t Want to Forget
Nov 16, 2021
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...
Read More
401(k) plan
Business Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Wills 101: What You Need to Know About Drafting a Will
Nov 4, 2021
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
Retirement Savings Plans: What’s The Right Move For Your Small Business?
Oct 15, 2021
Small business owners have various options for retirement savings. Those options can sometimes be challenging to navigate or leave you with unanswered questions. When is the right time to start a 401(k) plan? Should you stick to SEP IRAs? Is your business ready for a more structured and sophisticated retirement plan? Here is how to tell which option is right...
Read More
401(k) plan
Business Planning
Retirement Planning
5 Sophisticated Tips to Take Your 401(k) to The Next Level
Sep 15, 2021
Your 401(k) is an excellent tool that provides you with an enormous opportunity to save for retirement. But like any tool, you only get the maximum benefit if you use it to its full potential. Are you making the most of yours? Here are five powerful strategies to help bolster your 401k. 1. Max Your Company Match Let’s start simple—if...
Read More
401(k) plan
Financial Planning
Investments
Risk Management
Tax Planning
Business Owners, How To Save For Your Kid’s College Smarter
Aug 15, 2021
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? ...
Read More
Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
ETF or Mutual Fund: Is One Investment Stronger Than The Other?
Jul 15, 2021
Mutual funds and ETFs provide diversification at a low cost—essential to a long-term investment plan. How can these investments impact you?...
Read More
Financial Planning
Investments
Risk Management
Prev
1
2
3
4
5
6
Next
Categories
401(k) plan
Business Planning
Events
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Todd Talks
Recent Posts
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
Who We Serve
Business Owners
Pre-Retirees & Retirees
Executives & Professionals
Who We Are
Our Team
Our Beliefs
FAQS
Resources
Send Files
Client Login
Account Logins
Go Paperless
RSVP
News & Blog
Blog
News & Events
Join Our Blog
Blue Rock 401k Group
Retirement Plans
401k Client Login
Other
Join the Team
Media Requests
Schedule a Consultation
Videos
Search
Submit
Clear
Search
Submit
Clear
Search
Submit
Clear
Who We Serve
Business Owners
Executives & Professionals
Pre-Retirees & Retirees
Who We Are
Our Team
Our Beliefs
FAQS
Resources
Send Files
Client Login
Account Logins
Go Paperless
RSVP
News & Blog
Blog
News & Events
Join Our Blog
Blue Rock 401k Group
Retirement Plans
401k Client Login
Other
Join the Team
Media Requests
Schedule a Consultation
Todd Talk