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Welcome to the Blue Rock Blog
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
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
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
Business Owners: Are You Leaving PPP Money on the Table?
Mar 4, 2021
Monday, February 22nd President Biden announced changes to the Small Business Association (SBA) coronavirus relief program that established a 14-day, exclusive PPP loan application period for businesses and nonprofits with fewer than 20 employees from February 24th to March 9th 2021 (while open to all other eligible entities beginning March 10th through May 31st (Recent Update – was March 31st)). While...
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Business Planning
Financial Planning
Tax Planning
What Do You Need To Know About Tax-Efficient Withdrawals In Retirement?
Nov 15, 2020
Wealth moves in waves. Many diagrams of wealth cycles resemble a wave you might see off the Delaware shoreline. The most unpredictable part of a wave isn’t on its ascent, rather its descent as it decides where to crash and what particles get swept up in the foamy residue. Wealth operates similarly. Most advice centers on wealth accumulation, which makes...
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Investments
Retirement Planning
Risk Management
Tax Planning
The Impact of Taxes on Retirement Income
Oct 15, 2020
You’ve spent decades diligently planning and saving for retirement, and while you know at some level that taxes will be deducted from your monthly retirement income, it’s often a relief to understand the ‘bottom line’ when it comes to your retirement income expectations. During your working years, proactive tax planning is a long term strategic approach to minimizing your tax...
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Financial Planning
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