How To Navigate Asset Management and Financial Planning BlogInvesting May 14, 2020 How To Navigate Asset Management and Financial Planning Do you know the difference between asset management and financial planning? If yes, can you… James Whalen, CFP® Love0
Is 2020 a Good Year for a Roth Conversion? BlogTaxes April 21, 2020 Is 2020 a Good Year for a Roth Conversion? As we write this article in the midst of the global Coronavirus pandemic, most of… James Whalen, CFP® Love0
Blue Rock Day Out BlogEvents June 27, 2019 Blue Rock Day Out On June 27th, Blue Rock Financial Group had a team outing at Delaware Park. It… James Whalen, CFP® Love0
2019 Open House BlogEvents May 23, 2019 2019 Open House Blue Rock held our annual Open House event on May 23rd at our office on… James Whalen, CFP® Love0
2018 Delaware Resorts 55+ Expo BlogEvents January 24, 2019 2018 Delaware Resorts 55+ Expo On November 3rd, 2018, Blue Rock Financial Group was a proud sponsor of the third… James Whalen, CFP® Love0
Christmas of 2017 Donation Update! BlogEvents June 6, 2018 Christmas of 2017 Donation Update! You may recall that last December, instead of client gifts, we supported the installation of… James Whalen, CFP® Love0
Delaware Mud Run Jr. BlogEvents April 23, 2016 Delaware Mud Run Jr. Blue Rock Financial Group is proud to be a sponsor of the Delaware Mud Run,… James Whalen, CFP® Love0