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
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
Coronavirus (COVID-19): What Does This Mean For You? BlogTaxes March 23, 2020 Coronavirus (COVID-19): What Does This Mean For You? We are in the midst of unrivaled fear and uncertainty. We don’t know when the… Carter McClung, CFP® CSLP® 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
ABC Delaware Networking Night BlogEvents February 25, 2020 ABC Delaware Networking Night On the night of February 20th, Todd and Carter were fortunate to attend ABC Delaware’s… Kelly Kaczmarczyk, CFP® Love0
ABC Breakfast – New Delaware Healthcare Initiative BlogEvents February 19, 2020 ABC Breakfast – New Delaware Healthcare Initiative Individuals listed in the picture from left to right are as follows: Steve Lex, Congresswoman… Kelly Kaczmarczyk, CFP® Love0
SECURE Act: Impact on Taxes and Retirement – Lewes Public Library BlogTodd Talks February 5, 2020 SECURE Act: Impact on Taxes and Retirement – Lewes Public Library Blue Rock Financial Group hosted the February Todd Talk on February 5th at the Lewes… Kelly Kaczmarczyk, CFP® Love0
December Financial Planning “Todd Talk” BlogTodd Talks December 13, 2019 December Financial Planning “Todd Talk” Blue Rock Financial Group hosted the December Todd Talk on December 13th at the Wheelhouse… Carter McClung, CFP® CSLP® Love0
Motorcycle Santa BlogEvents December 12, 2019 Motorcycle Santa Blue Rock Financial Group donated various gifts to this year's Motorcycle Santa event. Motorcycle Santa… Carter McClung, CFP® CSLP® Love0
DVMA Winter Conference BlogEvents November 20, 2019 DVMA Winter Conference On November 20th, Blue Rock Financial Group was an exhibitor at the DVMA Winter Conference… Todd Roselle, CFP® CHFC® Love0