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Welcome to the Blue Rock Blog
Retirement Planning
Underrated Brokerage Tax Planning Strategies
Apr 15, 2023
If you find a dollar on the ground, you’d excitedly pick it up. Yet, most leave many (thousands) of dollars each year in tax savings up for grabs. & the worst part? They don’t even know it. This is what it’s like to not know about: To understand how to not leave capital gains tax savings on the table, we’ll...
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Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
How to Use Your Most Valuable Asset (Hint: It’s Not Money!)
Mar 14, 2023
Time and money are two of the most valuable resources we have in life. However, when it comes down to it, time is more important than money. This may seem counterintuitive at first, as we often prioritize our financial goals above all else. However, when we look deeper into the reasons why time is more valuable, it becomes clear that...
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Financial Planning
Retirement Planning
SECURE Act 2.0 Updates That You Need To Know
Feb 15, 2023
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...
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401(k) plan
Financial Planning
Investments
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The Power of Reverse Budgeting
Jan 15, 2023
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...
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401(k) plan
Financial Planning
Investments
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Making the Most of Your Employer-Provided Benefits
Nov 15, 2022
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...
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401(k) plan
Financial Planning
Investments
Retirement Planning
Tax Planning
Understanding Medicare & Medicare Supplements
Sep 21, 2022
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...
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How Your Behavior Impacts Your Future Wealth
Sep 15, 2022
They say money is a science. Yet, one of the most undervalued skills doesn’t involve math. It doesn’t involve formulas. And no, it doesn’t involve hot stock picks. It involves your behavior. How you behave with what you earn is more important than how much you earn. Our behaviors influence the daily habits that make or break our systems of...
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Financial Planning
Retirement Planning
Tax Planning
Student Loans, Are We On The Brink Of A Crisis?
Aug 31, 2022
On 08/24/22, the Biden administration announced they are forgiving up to $10,000 in federal student loans for those making less than $125,000 a year for individuals, $250,000 for married couples, and $200,000 for Head of Households. Private Loan holders are not included in the plan. In addition, they extended the pause on student loan payments to 12/31/22. It was set...
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Financial Planning
Retirement Planning
Risk Management
Tax Planning
The PACT Act And Your VA Benefits
Aug 23, 2022
On August 2, 2022, Congress passed the PACT Act and on August 10th this important legislation was signed into law by The President. The Promise to Address Comprehensive Toxics (PACT Act) expands VA health care and benefits for Veterans exposed to burn pits and other toxic substances. This law will help generations of Veterans from Operation Desert Storm up to today and...
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Financial Planning
Retirement Planning
Risk Management
Tax Planning
1031 Exchange Guide: Rules & Benefits
Aug 15, 2022
From the start, a 1031 exchange can sound like a property investor’s dream. Deferring capital gains when you sell an investment property is enticing. However, it’s important to understand all the components of a 1031 exchange to help determine if it’s the best option for you. What is a 1031 exchange? A 1031 exchange is a method of exchanging like-kind...
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Why 2023 is Different! Considerations for Business Owners & Individuals
Underrated Brokerage Tax Planning Strategies
How to Use Your Most Valuable Asset (Hint: It’s Not Money!)
SECURE Act 2.0 Updates That You Need To Know
The Power of Reverse Budgeting
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