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Welcome to the Blue Rock Blog
Retirement Planning
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
Pension Versus Lump Sum
Mar 15, 2022
How do you choose – pension or lump sum? Pension payment options are guaranteed for your life, and you don’t have to worry about outliving the money. Lump sum option requires you to take the money, roll it over into an IRA, invest it, and generate cash flows by taking systematic withdraws throughout your life. As a retiree eligible for...
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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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Who We Serve
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