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Welcome to the Blue Rock Blog
Financial 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
Considerations As We Enter a Bear Market
Jun 17, 2022
The S&P 500 officially entered a Bear Market this week. What is a Bear Market? It is when the stock market falls by 20% from its peak. The path of interest rates, inflation surprises, the war in Ukraine, and overall economic sentiment are causing uncertainty to run rampant in the market. When markets shift, particularly when they drop quickly, it’s...
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Financial Planning
Investments
Retirement Planning
Risk Management
Why F.I.R.E May Be The Spark You Need
Apr 15, 2022
Typically, a financial plan is built around working until the age of 65 and then retiring. Though for many individuals, retiring sooner or at least having the option to retire earlier sounds much more enticing. The F.I.R.E opens the door to access financial independence sooner. What is F.I.R.E F.I.R.E stands for financial independence, retire early. It’s a lifestyle movement for...
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Financial Planning
Retirement Planning
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....
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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...
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Financial Planning
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
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
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Recent Posts
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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