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The Impact of Taxes on Retirement Income

Blog Financial Planning Investing Taxes

October 15, 2020

The Impact of Taxes on Retirement Income

You’ve spent decades diligently planning and saving for retirement, and while you know at some…

James Whalen, CFP®

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Blog Events Todd Talks

October 14, 2020

Presidential Election Tax Analysis

This month’s Financial Planning “Todd Talk” continued with its virtual theme, via Zoom. Our topic…

Carter McClung, CFP® CSLP®

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Blog Events

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®

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Should-You-Help-Pay-For-Your-Grandchilds-Education

Blog Financial Planning Investing

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®

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How And Why Risk Tolerance Affects Your Portfolio

Blog Financial Planning Investing

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®

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What-Is-Asset-Allocation-And-Why-Your-Portfolio-Needs-It

Blog Investing

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®

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Why Asset Location Matters To Your Portfolio

Blog Investing

June 14, 2020

Why Asset Location Matters To Your Portfolio

In an earlier blog discussing the importance of proactive tax planning, we explained how we…

James Whalen, CFP®

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2020-Delaware-Estimated-Quarter-2-Tax-Payments-are-Due-June-15

Blog Taxes

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®

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Blog Todd Talks

June 5, 2020

Why Now is The Perfect Time for Plan Sponsors to Review their 401k Plan

This month our Financial Planning “Todd Talk” went virtual, via Zoom, for the first time…

Carter McClung, CFP® CSLP®

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How To Navigate Asset Management and Financial Planning

Blog Investing

May 14, 2020

How To Navigate Asset Management and Financial Planning

Do you know the difference between asset management and financial planning? If yes, can you…

James Whalen, CFP®

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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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The Impact of Taxes on Retirement Income

Presidential Election Tax Analysis

Carter McClung Passes CFP® Examination

Should You Help Pay For Your Grandchild’s Education?

How And Why Risk Tolerance Affects Your Portfolio

What Is Asset Allocation? (And Why Your Portfolio Needs It)

Why Asset Location Matters To Your Portfolio

2020 Delaware Estimated Quarter 2 Tax Payments are Due June 15

Why Now is The Perfect Time for Plan Sponsors to Review their 401k Plan

How To Navigate Asset Management and Financial Planning

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