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Welcome to the Blue Rock Blog
Retirement Planning
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
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
Risk Management
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
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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Financial Planning
Retirement Planning
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Recent Posts
Todd Roselle Named Forbes Best-In-State Wealth Advisor for Second Consecutive Year
Unlocking the Hidden Power of 401(k) Contributions: A Tax Bracket Advantage You Don’t Want to Miss
Carter McClung, CFP® CSLP® Promoted to Director of Financial Planning
The Illusion of S&P 500 Outperformance: Why Smart Investors Think Bigger
The Tariff Tango: A Trade Related Tug-of-War
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