Why A Roth IRA Is Your Secret Weapon for Retirement (And Beyond) BlogInvestingTaxes January 15, 2021 Why A Roth IRA Is Your Secret Weapon for Retirement (And Beyond) Investing in a Roth IRA presents many unique financial planning advantages that can help you… Todd Roselle, CFP® CHFC® Love0
What Do You Need To Know About Tax-Efficient Withdrawals In Retirement? BlogFinancial Planning November 15, 2020 What Do You Need To Know About Tax-Efficient Withdrawals In Retirement? Wealth moves in waves. Many diagrams of wealth cycles resemble a wave you might see… Todd Roselle, CFP® CHFC® Love0
Biden Tax Plans For The 2020 Election: What You Need To Know BlogTaxes October 15, 2020 Biden Tax Plans For The 2020 Election: What You Need To Know What should I do in preparation for the outcome of the election? This seems to… Todd Roselle, CFP® CHFC® Love0
Carter McClung Passes CFP® Examination BlogEvents October 14, 2020 Carter McClung Passes CFP® Examination Blue Rock Financial Group is extremely proud to announce that one of our own passed… Todd Roselle, CFP® CHFC® Love0
Should You Help Pay For Your Grandchild’s Education? BlogFinancial PlanningInvesting September 15, 2020 Should You Help Pay For Your Grandchild’s Education? Becoming a grandparent is a joyful experience, and the luckiest grandparents are arguably those who… Todd Roselle, CFP® CHFC® Love0
How And Why Risk Tolerance Affects Your Portfolio BlogFinancial PlanningInvesting August 15, 2020 How And Why Risk Tolerance Affects Your Portfolio Risk tolerance impacts every aspect of your investment strategy from your portfolio’s asset allocation and… Todd Roselle, CFP® CHFC® Love0
What Is Asset Allocation? (And Why Your Portfolio Needs It) BlogInvesting July 14, 2020 What Is Asset Allocation? (And Why Your Portfolio Needs It) We recently wrote about the concept of asset location and how it differs from asset… Todd Roselle, CFP® CHFC® Love0
2020 Delaware Estimated Quarter 2 Tax Payments are Due June 15 BlogTaxes June 12, 2020 2020 Delaware Estimated Quarter 2 Tax Payments are Due June 15 Self-employed Delawareans – do you know when your 2020 quarterly estimated taxes are due? This… Todd Roselle, CFP® CHFC® Love0
COVID-19 Stimulus Bill – CARES Act: Top 10 Changes to Know BlogTaxes March 31, 2020 COVID-19 Stimulus Bill – CARES Act: Top 10 Changes to Know With the recent passing of the CARES Act in response to the COVID-19 virus, we… Todd Roselle, CFP® CHFC® Love0
Why Proactive Tax Planning is Key to A Strong Financial Plan BlogTaxes March 16, 2020 Why Proactive Tax Planning is Key to A Strong Financial Plan Taxes are often thought about as a once-per-year sprint to file by April 15, but… Todd Roselle, CFP® CHFC® Love0