Welcome to the Blue Rock Blog

There are many things you can avoid in life such as cavities if you brush and floss your teeth. On the other hand, paying taxes is an unavoidable responsibility, yet you can reduce the amount owed by keeping yourself informed of recent tax laws and utilizing the provisions in the tax code. The US House of Representatives passed the Consolidated...

Read More

Cash flow is a crucial aspect of your financial health and stability. It enables you to meet current financial obligations while simultaneously reaching future goals. Having awareness of your cash flow (such as how much money is coming in vs how much is being spent or saved) gives you greater certainty and confidence when planning your financial future. Lacking this...

Read More

A significant part of many people’s compensation comes in the form of benefits on top of their salary. Many of these benefits come with options that the employee must select, or the benefits work in conjunction with other financial products that are purchased outside of the workplace. It is important to maximize these benefits and understanding all of the nuances...

Read More

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....

Read More

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...

Read More

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...

Read More

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...

Read More

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....

Read More

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. ...

Read More

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...

Read More