Celebrating 10 Years and Beyond BlogEvents 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® Love0
Why F.I.R.E May Be The Spark You Need BlogFinancial PlanningRetirement Planning April 15, 2022 Why F.I.R.E May Be The Spark You Need Typically, a financial plan is built around working until the age of 65 and then… Carter McClung, CFP® CSLP® Love0
Do You Prefer Health Care or Sick Care? The Same Can Be Said For Your Wealth Blog April 4, 2022 Do You Prefer Health Care or Sick Care? The Same Can Be Said For Your Wealth We prefer preventative measures in both categories, health, and wealth. You’ve heard the term, Health… Todd Roselle, CFP® CHFC® Love0
Pension Versus Lump Sum BlogPersonal FinanceRetirement 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® Love0
Blue Rock Financial Group Welcomes Two New Members to The Team Blog March 14, 2022 Blue Rock Financial Group Welcomes Two New Members to The Team Blue Rock Financial Group has announced the hiring of Theo Dressler, CFP®, as Financial Advisor… Todd Roselle, CFP® CHFC® Love0
3 Important Financial Considerations Before You Jump Into Your Next Business Idea BlogFinancial PlanningInvestingSmall Business February 15, 2022 3 Important Financial Considerations Before You Jump Into Your Next Business Idea Whether you're a serial entrepreneur or you're just considering venturing out on your own, you… Carter McClung, CFP® CSLP® Love0
Inflation In 2022 BlogEventsTodd Talks February 4, 2022 Inflation In 2022 Inflation has been a hot topic word, especially within the two years, but what does… Todd Roselle, CFP® CHFC® Love0
Why Living Below Your Means Can Enhance Your Budget and Your Lifestyle BlogFinancial PlanningPersonal Finance January 17, 2022 Why Living Below Your Means Can Enhance Your Budget and Your Lifestyle Lifestyle inflation is an easy trap to fall into, especially as you earn more money.… Carter McClung, CFP® CSLP® Love0
Why Donor Advised Funds May Be The Best Way To Give BlogPersonal 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® Love0
Kelly Kaczmarcyzk Earns CFP® Designation Blog November 29, 2021 Kelly Kaczmarcyzk Earns CFP® Designation Blue Rock Financial Group is proud to announce that our CCO & Director of Operations… Kariane Christophel Love0