BUSINESS OWNERS
PRE-RETIREES & RETIREES
EXECUTIVES & PROFESSIONALS
TALK TO AN ADVISOR
Login
Search
Call Us
Who We Serve
Business Owners
Pre-Retirees & Retirees
Executives & Professionals
Who We Are
Our Team
Our Beliefs
FAQS
Resources
Send Files
RSVP
News & Blog
Blog
News & Events
Blue Rock 401k Group
Retirement Plans
401k Participant Login
401k Plan Sponsor login
Other
Join the Team
Media Requests
Schedule a Consultation
Videos
TALK TO AN ADVISOR
Welcome to the Blue Rock Blog
Business Planning
Implications of An Election Year
Feb 15, 2024
Where we are and have been: It is hard to believe we are in another election year. It feels like this election cycle is presenting the greatest level of uncertainty than ever before, so we wanted to provide insight regarding the largest factors that influence performance. Before we delve into that, we wanted to share the recent and long-term performance...
Read More
401(k) plan
Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
How to Make Your New Year’s Resolution Actually Work
Jan 15, 2024
Have you ever written down what you want to do better this year vs last year? Do you coin that list as your New Year’s Resolutions? If you were to go back and look at previous lists, how many times have you found success? If you were to go back to last year at this time, how’d you make out?...
Read More
Business Planning
Financial Planning
Retirement Planning
Tax Planning
Choosing The Right Retirement Plan for Your Small Business
Dec 15, 2023
“Is this still the right plan for me?” This was a recent question a business owner asked me as more employees became eligible to enter into the company’s SIMPLE IRA plan. With newly eligible employees entering your retirement plan and fluctuating annual revenue, it’s hard to know to time two things: Regarding the plan to switch or enter into, there’s...
Read More
401(k) plan
Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Navigating Tax Strategies: Should You Buy a Car in Your Business Name?
Aug 15, 2023
The age-old question of whether to buy a car in your business’s name or personally, and then get reimbursed by the mile, has baffled many entrepreneurs. With tax implications and financial considerations in mind, let’s delve into the pros and cons of these options and unveil some key factors to guide your decision-making process. Do You Truly Need a Car?...
Read More
Business Planning
Financial Planning
Tax Planning
1031 Exchange Guide: Rules & Benefits
Aug 15, 2022
From the start, a 1031 exchange can sound like a property investor’s dream. Deferring capital gains when you sell an investment property is enticing. However, it’s important to understand all the components of a 1031 exchange to help determine if it’s the best option for you. What is a 1031 exchange? A 1031 exchange is a method of exchanging like-kind...
Read More
Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
3 Important Financial Considerations Before You Jump Into Your Next Business Idea
Feb 15, 2022
Whether you’re a serial entrepreneur or you’re just considering venturing out on your own, you need to lay a solid financial foundation before diving into the deep end. Here are three elements that can help anchor your financial plan. #1: Lay the Financial Foundation Before launching a new business venture, it’s critical to ensure you start on solid financial footing....
Read More
Business Planning
Financial Planning
Investments
Risk Management
The Best Year-End Tax Moves Business Owners Won’t Want to Forget
Nov 16, 2021
Proactive tax planning is a year-round endeavor, but the year’s end presents business owners with opportunities to maximize their tax savings. Here are a few key strategies to consider before ringing in 2022. Fill Up Your Retirement Funds It’s essential to save as much as you can for retirement in tax-advantaged accounts like 401(k)s or IRAs. Apart from setting...
Read More
401(k) plan
Business Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Retirement Savings Plans: What’s The Right Move For Your Small Business?
Oct 15, 2021
Small business owners have various options for retirement savings. Those options can sometimes be challenging to navigate or leave you with unanswered questions. When is the right time to start a 401(k) plan? Should you stick to SEP IRAs? Is your business ready for a more structured and sophisticated retirement plan? Here is how to tell which option is right...
Read More
401(k) plan
Business Planning
Retirement Planning
Business Owners, How To Save For Your Kid’s College Smarter
Aug 15, 2021
On top of saving for your retirement and other goals, business owners also have to take the lead in saving for their kid’s education. How can business owners save for college smarter? ...
Read More
Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
The Building Blocks Your Business Needs For A Strong Succession Plan
Jun 15, 2021
All businesses undergo transition, and being more prepared to handle that transition will only pave the way for future success. How can you build a succession plan that will benefit you and your business?...
Read More
Business Planning
Financial Planning
Retirement Planning
Tax Planning
1
2
Next
Join Our Blog
Categories
401(k) plan
Business Planning
Events
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Todd Talks
Recent Posts
2024 Delaware Business Owner Summit presented by Blue Rock Financial Group
2024 Forbes Best in State Wealth Advisor – Todd Roselle
Health Insurance
Carter McClung Delivers Important Message to Delaware High Schools
Blue Rock Financial Welcomes Nicholas Lombardo, CFA to The Team
Who We Serve
Business Owners
Pre-Retirees & Retirees
Executives & Professionals
Who We Are
Our Team
Our Beliefs
FAQS
Resources
Send Files
RSVP
News & Blog
Blog
News & Events
Blue Rock 401k Group
Retirement Plans
401k Participant Login
401k Plan Sponsor login
Other
Join the Team
Media Requests
Schedule a Consultation
Videos
Search
Submit
Clear
Search
Submit
Clear
Search
Submit
Clear
Who We Serve
Business Owners
Executives & Professionals
Pre-Retirees & Retirees
Who We Are
Our Team
Our Beliefs
FAQS
Resources
Send Files
RSVP
News & Blog
Blog
News & Events
Blue Rock 401k Group
Retirement Plans
401k Participant Login
401k Plan Sponsor login
Other
Join the Team
Media Requests
Schedule a Consultation
Login