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Welcome to the Blue Rock Blog
401(k) plan
Do You Prefer Health Care or Sick Care? The Same Can Be Said For Your Wealth
We prefer preventative measures in both categories, health, and wealth. You’ve heard the term, Health Care, but in many respects, our system is geared toward those who are sick, therefore providing Sick Care. While this piece is more geared to wealth than health, the same principles apply. Proactive Wealth Management and Planning offer the same benefits as true Health Care....
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401(k) plan
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
The Best Year-End Tax Moves Business Owners Won’t Want to Forget
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
Retirement Savings Plans: What’s The Right Move For Your Small Business?
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
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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401(k) plan
Financial Planning
Investments
Risk Management
Tax Planning
When Should You Contribute To A Roth 401(k)?
A Roth 401(k) allows you to save on an after-tax basis and can be an effective tax-planning tool both before and during retirement....
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401(k) plan
Financial Planning
Retirement Planning
Tax Planning
Why A Roth IRA Is Your Secret Weapon for Retirement (And Beyond)
Investing in a Roth IRA presents many unique financial planning advantages that can help you reach your goals both now and in the future. Learn more about this special account today. ...
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401(k) plan
Investments
Retirement Planning
Risk Management
Tax Planning
Biden Tax Plans For The 2020 Election: What You Need To Know
What should I do in preparation for the outcome of the election? This seems to be the most common question we are getting these days and worries many Americans as we approach election day. The anxiety that Americans feel has varying degrees and rationales, but the overall theme is – uneasiness. Regardless of who you’re voting for or who ultimately...
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401(k) plan
Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
The Impact of Taxes on Retirement Income
You’ve spent decades diligently planning and saving for retirement, and while you know at some level that taxes will be deducted from your monthly retirement income, it’s often a relief to understand the ‘bottom line’ when it comes to your retirement income expectations. During your working years, proactive tax planning is a long term strategic approach to minimizing your tax...
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401(k) plan
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Presidential Election Tax Analysis
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...
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401(k) plan
Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Todd Talks
What Is Asset Allocation? (And Why Your Portfolio Needs It)
We recently wrote about the concept of asset location and how it differs from asset allocation. You may recall that asset location is a tax minimization strategy that places your assets in the most tax-efficient investment accounts. Asset allocation, on the other hand, focuses on optimizing returns while spreading out investment risk, by positioning your portfolio holdings across different sectors....
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Financial Planning
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Financial Planning “Todd Talk” – Real Estate at the Delaware Beaches in 2022
Celebrating 10 Years and Beyond
Why F.I.R.E May Be The Spark You Need
Do You Prefer Health Care or Sick Care? The Same Can Be Said For Your Wealth
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