Welcome to the Blue Rock Blog

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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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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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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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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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...

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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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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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On top of saving for your retirement and other goals, business owners also have to take the lead in saving for their kid’s education. How can business owners save for college smarter? ...

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Mutual funds and ETFs provide diversification at a low cost—essential to a long-term investment plan. How can these investments impact you?...

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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. ...

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