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Restaurant-Revitalization-Fund-Grant-for-the-Hospitality-Industry

Blog Taxes

April 30, 2021

Restaurant Revitalization Fund: Grant for the Hospitality Industry

Major help for the hospitality industry is finally within sight, even though that assistance will be…

Todd Roselle, CFP® CHFC®

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When-is-The-Right-Time-To-Take-Your-Social-Security-Benefits

Blog Financial Planning

April 15, 2021

When’s The Right Time To Take Your Social Security Benefits?

Social Security plays a pivotal role in your retirement plan. Enroll too early and you…

James Whalen, CFP®

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American-Rescue-Plan-Legislation-Highlights

Blog Events Taxes

March 17, 2021

American Rescue Plan – Legislation Highlights

Since March 2020, there have been two significant stimulus packages—the $2.2 trillion CARES Act and…

Todd Roselle, CFP® CHFC®

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When-Should-You-Contribute-To-A-Roth-401k

Blog Investing

March 15, 2021

When Should You Contribute To A Roth 401(k)?

A Roth 401(k) allows you to save on an after-tax basis and can be an…

James Whalen, CFP®

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Business-Owners-Are-You-Leaving-PPP-Money-on-the-table

Blog Financial Planning Small Business Taxes

March 4, 2021

Business Owners: Are You Leaving PPP Money on the Table?

Monday, February 22nd President Biden announced changes to the Small Business Association (SBA) coronavirus relief…

Todd Roselle, CFP® CHFC®

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Blog Taxes

February 15, 2021

4 Key Ways S-Corps Can Save on Taxes

Making the S-corp election could help you save a lot of money that would otherwise…

Todd Roselle, CFP® CHFC®

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Why A Roth IRA Is Your Secret Weapon for Retirement

Blog Investing Taxes

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®

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QCDs-A-Smart-Giving-Strategy-for-Retirees

Blog Investing Taxes

December 15, 2020

QCDs: A Smart Giving Strategy for Retirees

Charitable giving plays a crucial role for many retirees. Given the tumultuous impact of the…

James Whalen, CFP®

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What Do You Need To Know About Tax-Efficient Withdrawals In Retirement?

Blog Financial 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®

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Biden-Tax-Plans-For-The-2020-Election-What-You-Need-To-Know

Blog Taxes

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®

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Blue Rock Financial Group is a Registered Investment Advisor (“RIA”) located in the State of Delaware. Blue Rock Financial Group provides investment advisory and related services for clients nationally. Blue Rock Financial Group will maintain all applicable notice filings and registrations as required by the various states in which Blue Rock Financial Group conducts business. Blue Rock Financial Group renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. View full Terms & Conditions. View Privacy Policy.

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Restaurant Revitalization Fund: Grant for the Hospitality Industry

When’s The Right Time To Take Your Social Security Benefits?

American Rescue Plan – Legislation Highlights

When Should You Contribute To A Roth 401(k)?

Business Owners: Are You Leaving PPP Money on the Table?

4 Key Ways S-Corps Can Save on Taxes

Why A Roth IRA Is Your Secret Weapon for Retirement (And Beyond)

QCDs: A Smart Giving Strategy for Retirees

What Do You Need To Know About Tax-Efficient Withdrawals In Retirement?

Biden Tax Plans For The 2020 Election: What You Need To Know

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