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Financial Planning “Todd Talk” – Inflation In 2022

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...

Financial Planning

Retirement Planning

Risk Management

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Why Living Below Your Means Can Enhance Your Budget and Your Lifestyle

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...

Financial Planning

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Why Donor Advised Funds May Be The Best Way To Give

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...

Financial Planning

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Kelly Kaczmarcyzk Earns CFP® Designation

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...

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The Best Year-End Tax Moves Business Owners Won’t Want to Forget

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...

Business Planning

Retirement Planning

Risk Management

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Wills 101: What You Need to Know About Drafting a Will

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...

Financial Planning

Retirement Planning

Risk Management

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Inaugural Motorcycle Santa 5k

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,...