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Blog
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
Carter McClung Earns CSLP® Designation
Feb 21, 2023
Blue Rock Financial Group is pleased to announce that Carter McClung, CFP®, CSLP® is the only CFP in the state of Delaware who has the Certified Student Loan Professional (CSLP®) designation. This designation is specific for financial professionals focused on providing advice regarding the repayment of student loan debt. Student loan debt is unlike any other debt out there today...
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Events
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
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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
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Personal and Financial Fitness – They’re More Alike Than You Might Think
Dec 20, 2022
You may have seen an earlier picture of me, maybe my bio picture from June of 2022, or an earlier picture on our social media. I was up to 230 pounds in the middle of 2022, the heaviest I’ve ever been in my life. My body, mind, relationships, and wallet were all suffering as a result. I turned 60 in...
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Events
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
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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
Theo Dressler, CFP® Elected as Director & Member of the Board for the Delaware Submarine Association
Sep 27, 2022
Theo, a CFP and Financial Advisor with Blue Rock Financial Group was recently elected as a Director and member of the Board for the Delaware Submarine Association. The Association was formed in 2020, upon the commissioning of the USS Delaware, to serve as the civilian support organization for the USS Delaware (SSN-791), Delaware’s namesake warship. The history of the Navy...
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Events
Understanding Medicare & Medicare Supplements
Sep 21, 2022
When you hit 65 years of age, it can feel like a daunting task navigating Medicare. When should I enroll, what if I’m still covered by a health plan at work, how is Medicare different from my private insurance? Blue Rock’s Founder Todd Roselle, CFP®, ChFC®, and special guest Medicare Supplement Expert Jerry O’Neil answer all these questions and then...
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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
End of Year: Brokerage Accounts Tax Loss & Gains Harvesting
Making the Most of Your Employer-Provided Benefits
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