BUSINESS OWNERS
PRE-RETIREES & RETIREES
EXECUTIVES & PROFESSIONALS
TALK TO AN ADVISOR
Login
Search
Call Us
Who We Serve
Business Owners
Pre-Retirees & Retirees
Executives & Professionals
Who We Are
Our Team
Our Beliefs
FAQS
Resources
Send Files
RSVP
News & Blog
Blog
News & Events
Blue Rock 401k Group
Retirement Plans
401k Participant Login
401k Plan Sponsor login
Other
Join the Team
Media Requests
Schedule a Consultation
Videos
TALK TO AN ADVISOR
Welcome to the Blue Rock Blog
Risk Management
Real Estate at the Delaware Beaches in 2022
May 9, 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...
Read More
Events
Financial Planning
Investments
Retirement Planning
Risk Management
Todd Talks
Do You Prefer Health Care or Sick Care? The Same Can Be Said For Your Wealth
Apr 4, 2022
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....
Read More
401(k) plan
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
3 Important Financial Considerations Before You Jump Into Your Next Business Idea
Feb 15, 2022
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....
Read More
Business Planning
Financial Planning
Investments
Risk Management
Inflation In 2022
Feb 4, 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...
Read More
Events
Financial Planning
Investments
Retirement Planning
Risk Management
Todd Talks
The Best Year-End Tax Moves Business Owners Won’t Want to Forget
Nov 16, 2021
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...
Read More
401(k) plan
Business Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Wills 101: What You Need to Know About Drafting a Will
Nov 4, 2021
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...
Read More
Financial Planning
Retirement Planning
Risk Management
Tax Planning
5 Sophisticated Tips to Take Your 401(k) to The Next Level
Sep 15, 2021
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...
Read More
401(k) plan
Financial Planning
Investments
Risk Management
Tax Planning
Business Owners, How To Save For Your Kid’s College Smarter
Aug 15, 2021
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? ...
Read More
Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
ETF or Mutual Fund: Is One Investment Stronger Than The Other?
Jul 15, 2021
Mutual funds and ETFs provide diversification at a low cost—essential to a long-term investment plan. How can these investments impact you?...
Read More
Financial Planning
Investments
Risk Management
Why A Roth IRA Is Your Secret Weapon for Retirement (And Beyond)
Jan 15, 2021
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. ...
Read More
401(k) plan
Investments
Retirement Planning
Risk Management
Tax Planning
Prev
1
2
3
4
Next
Join Our Blog
Categories
401(k) plan
Business Planning
Events
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Todd Talks
Recent Posts
Health Insurance
Carter McClung Delivers Important Message to Delaware High Schools
Blue Rock Financial Welcomes Nicholas Lombardo, CFA to The Team
Blue Rock Financial Group Attends Conference in Nashville, TN
Bitcoin Mania
Who We Serve
Business Owners
Pre-Retirees & Retirees
Executives & Professionals
Who We Are
Our Team
Our Beliefs
FAQS
Resources
Send Files
RSVP
News & Blog
Blog
News & Events
Blue Rock 401k Group
Retirement Plans
401k Participant Login
401k Plan Sponsor login
Other
Join the Team
Media Requests
Schedule a Consultation
Videos
Search
Submit
Clear
Search
Submit
Clear
Search
Submit
Clear
Who We Serve
Business Owners
Executives & Professionals
Pre-Retirees & Retirees
Who We Are
Our Team
Our Beliefs
FAQS
Resources
Send Files
RSVP
News & Blog
Blog
News & Events
Blue Rock 401k Group
Retirement Plans
401k Participant Login
401k Plan Sponsor login
Other
Join the Team
Media Requests
Schedule a Consultation
Login