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...

2022 marks yet another milestone for Blue Rock Financial Group. The firm was born to provide guidance based on a plan, financial planning. Back in 2012, the number of true financial planning firms, especially in Delaware, was very few. Leading with advice, instead of a commission-based product was an emerging way to way to approach the financial services industry. Blue...

Blue Rock Financial Group has announced the hiring of Theo Dressler, CFP®, as Financial Advisor and Client Relationship Manager, and Dawn Mitchell as Client Service Representative. Both individuals bring a wealth of experience to the company with strong backgrounds in the financial industry.  Prior to joining Blue Rock, Dressler served in the Air Force, Air National Guard, and Air Force...

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...

Blue Rock Financial Group is proud to announce that our CCO & Director of Operations Kelly Kaczmarcyzk has earned their CFP® certification marks authorized by the Certified Financial Planner Board of Standards (CFP Board). According to the CFP Board, only 5.5% who hold this designation are between the ages of 20-29 and only 23.4% are female making Kelly’s accomplishment even...

Blue Rock Financial Group had a wonderful time supporting the Inaugural Motorcycle Santa 5k as both a gold level sponsor & as a participant! The event benefited the Ronald McDonald House of Delaware & had an impressive turnout. Motorcycle Santa started in 2015 as an impromptu idea to spread some holiday cheer. An Amazon prime delivery of a Santa suit,...

Blue Rock Financial Group recently had the opportunity to participate and sponsor the 10th Annual Dewey Goes Pink to raise funds for Delaware Breast Cancer Coalition. This 5k run/1.5 mile walk occurs on the first or second Saturday of each October. The Dewey Goes Pink proceeds remain in Sussex County, Delaware to benefit women undergoing treatment for breast cancer and...

Blue Rock Financial Group is extremely proud to announce that one of our own passed the CERTIFIED FINANCIAL PLANNER examination on September 23, 2020. Blue Rock Financial Group formally Congratulates Carter McClung. There are over 310,000 financial advisors in the United States. According to the latest CFP® statistics, of those 310,000+ advisors, only 86,900 are CFP® Professionals. The most impressive...

On the night of February 20th, Todd and Carter were fortunate to attend ABC Delaware’s Networking Night at Lefty’s Alley and Eats in Lewes, DE. Blue Rock 401k Group is a supporting member of ABC Delaware and has been the #1 sponsor of this event for the last 3 years. As a leading sponsor of ABC Delaware, we aim to...