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Retirement Planning
What Is Asset Allocation? (And Why Your Portfolio Needs It)
Jul 14, 2020
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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401(k) plan
Financial Planning
Investments
Retirement Planning
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Why Asset Location Matters To Your Portfolio
Jun 14, 2020
In an earlier blog discussing the importance of proactive tax planning, we explained how we integrate tax planning into our clients’ financial plans. Successful tax planning results in more money in your pocket every April, and under normal circumstances, it can significantly reduce your tax burden over your lifetime. In this article, we distinguish between asset location and a more...
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401(k) plan
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Why Now is The Perfect Time for Plan Sponsors to Review their 401k Plan
Jun 5, 2020
This month our Financial Planning “Todd Talk” went virtual, via Zoom, for the first time ever. As we are all navigating the changes brought upon us from COVID-19 we had a chance to focus on most people’s largest asset in retirement, their 401k. This month’s topic was geared towards 401k plan sponsors (employers) and what they should be doing to...
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401(k) plan
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Todd Talks
How To Navigate Asset Management and Financial Planning
May 14, 2020
Do you know the difference between asset management and financial planning? If yes, can you articulate why both are a necessary part of an overall wealth management strategy? Today we’ll arm you with the basics and some analogies that make it easier to remember, to educate others, and be sure that your wealth management plan encompasses both. Using the analogy...
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Financial Planning
Retirement Planning
Tax Planning
Is 2020 a Good Year for a Roth Conversion?
Apr 21, 2020
As we write this article in the midst of the global Coronavirus pandemic, most of the world is sheltering in place at home. While the long term economic impacts of the pandemic are unknown, our fundamental approach to wealth management has not changed. Rest assured that while you are taking care of your family and your health, we’re focused on ensuring...
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401(k) plan
Business Planning
Financial Planning
Retirement Planning
Tax Planning
COVID-19 Stimulus Bill – CARES Act: Top 10 Changes to Know
Mar 31, 2020
With the recent passing of the CARES Act in response to the COVID-19 virus, we wanted to take the time to bring you a detailed overview of the Act and what this could mean for you! What is the CARES Act? The CARES Act is a 2 trillion-dollar coronavirus economic stimulus bill that President Trump signed into law on March...
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Business Planning
Financial Planning
Retirement Planning
Tax Planning
Coronavirus (COVID-19): What Does This Mean For You?
Mar 23, 2020
We are in the midst of unrivaled fear and uncertainty. We don’t know when the market is going to recover, what the future of the economy will be like, how healthcare will handle the increased capacity, and when there will be a cure for COVID-19. These times are not normal, and it’s okay to feel overwhelmed or anxious about what...
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Business Planning
Financial Planning
Retirement Planning
Tax Planning
SECURE Act: Impact on Taxes and Retirement – Lewes Public Library
Feb 5, 2020
Blue Rock Financial Group hosted the February Todd Talk on February 5th at the Lewes Public Library in Lewes, DE. February’s topic was “SECURE Act: Impact on Taxes and Retirement.” We were joined by Special Guest, Alison Houck, CPA & Managing Partner at Faw Casson. Here are some of the key takeaways from the event. For Retirees Required Minimum Distribution...
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