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Welcome to the Blue Rock Blog
Financial Planning
Financial Planning “Todd Talk” – Real Estate at the Delaware Beaches in 2022
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...
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Why F.I.R.E May Be The Spark You Need
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
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
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Tax Planning
Pension Versus Lump Sum
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
3 Important Financial Considerations Before You Jump Into Your Next Business Idea
Whether you’re a serial entrepreneur or you’re just considering venturing out on your own, you need to lay a solid financial foundation before diving into the deep end. Here are three elements that can help anchor your financial plan. #1: Lay the Financial Foundation Before launching a new business venture, it’s critical to ensure you start on solid financial footing....
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Business Planning
Financial Planning
Investments
Risk Management
Financial Planning “Todd Talk” – Inflation In 2022
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...
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Why Living Below Your Means Can Enhance Your Budget and Your Lifestyle
Lifestyle inflation is an easy trap to fall into, especially as you earn more money. But living within or below your means doesn’t have to translate to months of Ramen noodles and nights home alone. Instead, it’s an opportunity to intentionally spend your money and bring more meaning and fulfillment to your finances. Find Your Financial Sweet Spot First, it’s...
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Financial Planning
Why Donor Advised Funds May Be The Best Way To Give
Donor-Advised Funds are an excellent way to carry out your charitable giving goals. Why are they so beneficial? It’s primarily because of the unique advantages like immediate tax benefits and flexibility concerning cash and non-cash assets. Let’s explore donor-advised funds a little more in-depth to see how they may be a valuable tool for you. The Basics of Donor Advised...
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Financial Planning
Tax Planning
Wills 101: What You Need to Know About Drafting a Will
How do you want your possessions to be transferred when you’re no longer here to make decisions? Many times, we focus solely on accumulation. Growing within our role, achieving our goals, and completing what seems like a never-ending to-do list. Rarely, do we take the time to plan for our death. What happens then? All that you’ve collected will be...
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Financial Planning
Retirement Planning
Risk Management
Tax 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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Recent Posts
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
Pension Versus Lump Sum
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