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Welcome to the Blue Rock Blog
Tax Planning
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
Retirement Planning
Risk Management
Tax Planning
End of Year: Brokerage Accounts Tax Loss & Gains Harvesting
Dec 15, 2022
Taxes are an inevitable part of life, and each year when we file, most of us in our working years will be hit with a hefty bill. There are, however, strategies that can reduce and sometimes even eliminate your tax liability. Reducing taxes takes planning and the foresight to take advantage of all the tax breaks that the tax code...
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Financial Planning
Investments
Tax Planning
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
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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Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
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....
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401(k) plan
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Why Donor Advised Funds May Be The Best Way To Give
Dec 15, 2021
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
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...
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Recent Posts
The Power of Reverse Budgeting
End of Year: Brokerage Accounts Tax Loss & Gains Harvesting
Making the Most of Your Employer-Provided Benefits
Systems to Avoid Financial Catastrophe
Theo Dressler, CFP® Elected as Director & Member of the Board for the Delaware Submarine Association
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