James Whalen Earns CIMA® Certification Events May 19, 2023 James Whalen Earns CIMA® Certification Blue Rock Financial Group is excited to announce that James Whalen has successfully completed the… James Whalen, CFP® Love0
Why 2023 is Different! Considerations for Business Owners & Individuals Blog May 15, 2023 Why 2023 is Different! Considerations for Business Owners & Individuals As the economy has shifted and we all take a step back to reevaluate what… Todd Roselle, CFP® CHFC® Love0
Underrated Brokerage Tax Planning Strategies Blog April 15, 2023 Underrated Brokerage Tax Planning Strategies If you find a dollar on the ground, you’d excitedly pick it up. Yet, most… Carter McClung, CFP® CSLP® Love0
How to Use Your Most Valuable Asset (Hint: It’s Not Money!) BlogFinancial PlanningPersonal FinanceRetirement Planning March 14, 2023 How to Use Your Most Valuable Asset (Hint: It’s Not Money!) Time and money are two of the most valuable resources we have in life. However,… Jeff Kaczmarczyk, CFA® Love0
Carter McClung Earns CSLP® Designation Events February 21, 2023 Carter McClung Earns CSLP® Designation Blue Rock Financial Group is pleased to announce that Carter McClung, CFP®, CSLP® is the… Carter McClung, CFP® CSLP® Love0
SECURE Act 2.0 Updates That You Need To Know BlogFinancial Planning February 15, 2023 SECURE Act 2.0 Updates That You Need To Know There are many things you can avoid in life such as cavities if you brush… James Whalen, CFP® Love0
The Power of Reverse Budgeting Blog January 15, 2023 The Power of Reverse Budgeting Cash flow is a crucial aspect of your financial health and stability. It enables you… Carter McClung, CFP® CSLP® Love0
End of Year: Brokerage Accounts Tax Loss & Gains Harvesting BlogTaxes December 15, 2022 End of Year: Brokerage Accounts Tax Loss & Gains Harvesting Taxes are an inevitable part of life, and each year when we file, most of… Carter McClung, CFP® CSLP® Love0
Making the Most of Your Employer-Provided Benefits Blog November 15, 2022 Making the Most of Your Employer-Provided Benefits A significant part of many people’s compensation comes in the form of benefits on top… James Whalen, CFP® Love0
Systems to Avoid Financial Catastrophe BlogDebtFinancial Planning October 15, 2022 Systems to Avoid Financial Catastrophe Goals are overrated. While a goal to grow your money is motivating – goals don’t… Jeff Kaczmarczyk, CFA® Love0