Five Methods of Withdraw from Your Retirement Accounts to Avoid Blog May 16, 2022 Five Methods of Withdraw from Your Retirement Accounts to Avoid You’ve saved for the last 40 years and are thinking about retirement. Now what? Retirement… Carter McClung, CFP® CSLP® Love0
Why F.I.R.E May Be The Spark You Need BlogFinancial PlanningRetirement Planning April 15, 2022 Why F.I.R.E May Be The Spark You Need Typically, a financial plan is built around working until the age of 65 and then… Carter McClung, CFP® CSLP® Love0
3 Important Financial Considerations Before You Jump Into Your Next Business Idea BlogFinancial PlanningInvestingSmall Business February 15, 2022 3 Important Financial Considerations Before You Jump Into Your Next Business Idea Whether you're a serial entrepreneur or you're just considering venturing out on your own, you… Carter McClung, CFP® CSLP® Love0
Why Living Below Your Means Can Enhance Your Budget and Your Lifestyle BlogFinancial PlanningPersonal Finance January 17, 2022 Why Living Below Your Means Can Enhance Your Budget and Your Lifestyle Lifestyle inflation is an easy trap to fall into, especially as you earn more money.… Carter McClung, CFP® CSLP® Love0
Dewey Goes Pink 5k BlogEvents November 2, 2021 Dewey Goes Pink 5k Blue Rock Financial Group recently had the opportunity to participate and sponsor the 10th Annual… Carter McClung, CFP® CSLP® Love0
Retirement Savings Plans: What’s The Right Move For Your Small Business? Blog October 15, 2021 Retirement Savings Plans: What’s The Right Move For Your Small Business? Small business owners have various options for retirement savings. Those options can sometimes be challenging… Carter McClung, CFP® CSLP® Love0
5 Sophisticated Tips to Take Your 401(k) to The Next Level BlogFinancial PlanningInvestingTaxes September 15, 2021 5 Sophisticated Tips to Take Your 401(k) to The Next Level Your 401(k) is an excellent tool that provides you with an enormous opportunity to save… Carter McClung, CFP® CSLP® Love0
ETF or Mutual Fund: Is One Investment Stronger Than The Other? BlogFinancial PlanningInvesting July 15, 2021 ETF or Mutual Fund: Is One Investment Stronger Than The Other? Mutual funds and ETFs provide diversification at a low cost—essential to a long-term investment plan.… Carter McClung, CFP® CSLP® Love0
Presidential Election Tax Analysis BlogEventsTodd Talks October 14, 2020 Presidential Election Tax Analysis This month’s Financial Planning “Todd Talk” continued with its virtual theme, via Zoom. Our topic… Carter McClung, CFP® CSLP® Love0
Why Now is The Perfect Time for Plan Sponsors to Review their 401k Plan BlogTodd Talks June 5, 2020 Why Now is The Perfect Time for Plan Sponsors to Review their 401k Plan This month our Financial Planning “Todd Talk” went virtual, via Zoom, for the first time… Carter McClung, CFP® CSLP® Love0