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Welcome to the Blue Rock Blog
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...
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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...
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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...
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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...
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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? ...
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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?...
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Financial Planning
Investments
Risk Management
The Building Blocks Your Business Needs For A Strong Succession Plan
Jun 15, 2021
All businesses undergo transition, and being more prepared to handle that transition will only pave the way for future success. How can you build a succession plan that will benefit you and your business?...
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Business Planning
Financial Planning
Retirement Planning
Tax Planning
How To Improve The Tax-Efficiency of Your Estate Plan
Jun 9, 2021
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. ...
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Financial Planning
Retirement Planning
Tax Planning
Restaurant Revitalization Fund: Grant for the Hospitality Industry
Apr 30, 2021
Major help for the hospitality industry is finally within sight, even though that assistance will be too late for some, many will receive the funding they have been hoping for. Over a year after the pandemic began decimating restaurants across the country — shuttering thousands of venues, putting millions out of work, the U.S. government will finally start disbursing targeted aid...
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Business Planning
Tax Planning
When’s The Right Time To Take Your Social Security Benefits?
Apr 15, 2021
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? ...
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Financial Planning
Retirement Planning
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The Power of Reverse Budgeting
End of Year: Brokerage Accounts Tax Loss & Gains Harvesting
Making the Most of Your Employer-Provided Benefits
Systems to Avoid Financial Catastrophe
Theo Dressler, CFP® Elected as Director & Member of the Board for the Delaware Submarine Association
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