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Welcome to the Blue Rock Blog
Blog
Inflation In 2022
Feb 4, 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...
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Events
Financial Planning
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Todd Talks
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
Why Donor Advised Funds May Be The Best Way To Give
Dec 15, 2021
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...
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Financial Planning
Tax Planning
Kelly Kaczmarcyzk Earns CFP® Designation
Nov 29, 2021
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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Events
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
Wills 101: What You Need to Know About Drafting a Will
Nov 4, 2021
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...
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Financial Planning
Retirement Planning
Risk Management
Tax Planning
Inaugural Motorcycle Santa 5k
Nov 2, 2021
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,...
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Events
Dewey Goes Pink 5k
Nov 2, 2021
Blue Rock Financial Group recently had the opportunity to participate and sponsor the 10th Annual Dewey Goes Pink to raise funds for Delaware Breast Cancer Coalition. This 5k run/1.5 mile walk occurs on the first or second Saturday of each October. The Dewey Goes Pink proceeds remain in Sussex County, Delaware to benefit women undergoing treatment for breast cancer and...
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Events
Retirement Savings Plans: What’s The Right Move For Your Small Business?
Oct 15, 2021
Small business owners have various options for retirement savings. Those options can sometimes be challenging to navigate or leave you with unanswered questions. When is the right time to start a 401(k) plan? Should you stick to SEP IRAs? Is your business ready for a more structured and sophisticated retirement plan? Here is how to tell which option is right...
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401(k) plan
Business Planning
Retirement 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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