James Whalen, CFP®, Author at Blue Rock Financial Group - Page 2 of 3

Blog Events

April 20, 2022

Celebrating 10 Years and Beyond

2022 marks yet another milestone for Blue Rock Financial Group. The firm was born to…

James Whalen, CFP®

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Pension Verses Lump Sum

Blog Personal Finance Retirement Planning

March 15, 2022

Pension Versus Lump Sum

How do you choose – pension or lump sum? Pension payment options are guaranteed for…

James Whalen, CFP®

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Why Donor Advised Funds May Be The Best Way To Give

Blog Personal Finance

December 15, 2021

Why Donor Advised Funds May Be The Best Way To Give

Donor-Advised Funds are an excellent way to carry out your charitable giving goals. Why are…

James Whalen, CFP®

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Blog

November 4, 2021

Wills 101: What You Need to Know About Drafting a Will

How do you want your possessions to be transferred when you’re no longer here to…

James Whalen, CFP®

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How-To-Improve-The-Tax-Efficiency-of-Your-Estate-Plan

Blog Financial Planning

June 9, 2021

How To Improve The Tax-Efficiency of Your Estate Plan

Estate planning is a critical component to your entire financial plan. It's a testament to…

James Whalen, CFP®

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When-is-The-Right-Time-To-Take-Your-Social-Security-Benefits

Blog Financial Planning

April 15, 2021

When’s The Right Time To Take Your Social Security Benefits?

Social Security plays a pivotal role in your retirement plan. Enroll too early and you…

James Whalen, CFP®

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When-Should-You-Contribute-To-A-Roth-401k

Blog Investing

March 15, 2021

When Should You Contribute To A Roth 401(k)?

A Roth 401(k) allows you to save on an after-tax basis and can be an…

James Whalen, CFP®

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QCDs-A-Smart-Giving-Strategy-for-Retirees

Blog Investing Taxes

December 15, 2020

QCDs: A Smart Giving Strategy for Retirees

Charitable giving plays a crucial role for many retirees. Given the tumultuous impact of the…

James Whalen, CFP®

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The Impact of Taxes on Retirement Income

Blog Financial Planning Investing Taxes

October 15, 2020

The Impact of Taxes on Retirement Income

You’ve spent decades diligently planning and saving for retirement, and while you know at some…

James Whalen, CFP®

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Why Asset Location Matters To Your Portfolio

Blog Investing

June 14, 2020

Why Asset Location Matters To Your Portfolio

In an earlier blog discussing the importance of proactive tax planning, we explained how we…

James Whalen, CFP®

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