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Welcome to the Blue Rock Blog
Blog
A Weekend of Triumph and Purpose at Dewey Beach Championship 2023
Jul 20, 2023
In June, the Dewey Beach Championship 2023 was nothing short of extraordinary! A heartfelt thank you goes out to all the athletes, sponsors, and volunteers who came together to make “A Fitness Competition for Good” an overwhelming success. Special congratulations to Todd Roselle and his teammate, Coach JJ, for clinching the 1st place trophy! But the event was about more...
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Events
4 Things to Consider When Planning for Positive Outcomes
Jul 15, 2023
What do you think is the start of future success? Many times it can be linked back to when something changed. It could be a new job, it could be getting married, it could be some other large life event. Sometimes it’s linked back to the first dollar we made because we were disciplined from the start. For many, it...
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Financial Planning
Retirement Planning
Risk Management
Tax Planning
13th Annual Children & Families First – Taste for Art Event
Jun 20, 2023
Blue Rock Financial Group was honored to sponsor and attend the 13th Annual Children & Families First – Taste for Art event on Saturday, April 29th, 2023 at the Riverfront Events at the Hyatt Wilmington. This year’s event was a huge success, featuring a Tapas Throwdown, local artisan vendors, talented student chefs, immersive live art, and an open bar with...
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Events
Debt Ceiling Lifted
Jun 15, 2023
There’s been quite a bit of talk about the debt ceiling in the news of late. The federal debt ceiling is the total amount of money the U.S. government is authorized to borrow to meet its existing obligations, such as Social Security Payments, tax refunds, interest on the national debt, and our national defense. Congress had free rein over the...
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Financial Planning
Retirement Planning
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Tax Planning
James Whalen Earns CIMA® Certification
May 19, 2023
Blue Rock Financial Group is excited to announce that James Whalen has successfully completed the requirements for the CIMA® certification, Certified Investment Management Analyst® through the Investment & Wealth Institute®. James attended The University of Chicago Booth School of Business to complete the CIMA® certification, which identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced...
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Events
Why 2023 is Different! Considerations for Business Owners & Individuals
May 15, 2023
As the economy has shifted and we all take a step back to reevaluate what is most important, the question we’ve been getting a lot recently, is “Where do I Start?” At Blue Rock Financial Group we work with three main groups of clients: For each of these groups, the considerations are similar but slightly different. Business Owners For most,...
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Financial Planning
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Underrated Brokerage Tax Planning Strategies
Apr 15, 2023
If you find a dollar on the ground, you’d excitedly pick it up. Yet, most leave many (thousands) of dollars each year in tax savings up for grabs. & the worst part? They don’t even know it. This is what it’s like to not know about: To understand how to not leave capital gains tax savings on the table, we’ll...
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Financial Planning
Investments
Retirement Planning
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Tax Planning
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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