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In this Financial Planning “Todd Talk,” Todd Roselle, CFP®, ChFC®, Founder of Blue Rock Financial Group, and Nick Lombardo, CFA®, a seasoned Financial Advisor, deep dive into navigating economic uncertainty. This talk covers a variety of subjects, from staying focused amidst market volatility to harnessing the power of long-term investing. Topics discussed during this Financial Planning “Todd Talk” include: Click...

In this Financial Planning “Todd Talk,” Todd Roselle, CFP®, ChFC®, Founder of Blue Rock Financial Group, and Dr. Katie Elder, a multifaceted psychologist and entrepreneur, delve into a comprehensive discussion that merges financial planning with psychological well-being. The talk covers a variety of subjects, from the intricacies of managing finances amidst market volatility to the psychological aspects of money and...

When you hit 65 years of age, it can feel like a daunting task navigating Medicare. When should I enroll, what if I’m still covered by a health plan at work, how is Medicare different from my private insurance? Blue Rock’s Founder Todd Roselle, CFP®, ChFC®, and special guest Medicare Supplement Expert Jerry O’Neil answer all these questions and then...

It’s no secret that Sussex County’s real estate market is booming. From new constructions to rental properties, Delaware Beaches have become the new “it” place to live and everyone wants a slice of the pie. Blue Rock’s Founder Todd Roselle, CFP®, ChFC®, and special guest Tom Carney, JD from T.Carney Sussex Law (TCSL) dive headfirst into the hottest real estate...

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...

This month’s Financial Planning “Todd Talk” continued with its virtual theme, via Zoom. Our topic was geared towards next month’s presidential election as Todd, joined by Whisman Giordano & Associates President, and Managing Partner, Joseph Giordano, CPA, CGMA, and Director/Tax Department Chair, Lisa DeRose, CPA, CGMA, came together to discuss some of the potential tax implications in the year 2021...

This month our Financial Planning “Todd Talk” went virtual, via Zoom, for the first time ever. As we are all navigating the changes brought upon us from COVID-19 we had a chance to focus on most people’s largest asset in retirement, their 401k. This month’s topic was geared towards 401k plan sponsors (employers) and what they should be doing to...

Blue Rock Financial Group hosted the February Todd Talk on February 5th at the Lewes Public Library in Lewes, DE. February’s topic was “SECURE Act: Impact on Taxes and Retirement.” We were joined by Special Guest, Alison Houck, CPA & Managing Partner at Faw Casson. Here are some of the key takeaways from the event. For Retirees Required Minimum Distribution...

Blue Rock Financial Group hosted the December Todd Talk on December 13th at the Wheelhouse Restaurant in Lewes, DE. December’s topic was “Charitable Giving.” We were joined by Special Guest, Tom Protack, Vice President of Development of Beebe Medical Foundation and Diane Barlow, Gift Planning Officer at Beebe Medical Foundation. During this event, we talked about how closely tax planning...

Blue Rock Financial Group hosted the November Todd Talk on November 8th at the Wheelhouse Restaurant in Lewes, DE. November’s topic was “Emotional & Financial Impact of Advance Funeral Planning.” We were joined by Special Guest, Andrew Parsell, Vice President & Licensed Funeral Director at Parsell Funeral Homes & Crematorium. The next Todd Talk will be held Friday, December 13th...