Blog & Events

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

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 be the most common question we are getting these days and worries many Americans as we approach election day. The anxiety that Americans feel has varying degrees and rationales, but the overall theme is – uneasiness. Regardless of who...

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The Impact of Taxes on Retirement Income

The Impact of Taxes on Retirement Income

You’ve spent decades diligently planning and saving for retirement, and while you know at some level that taxes will be deducted from your monthly retirement income, it’s often a relief to understand the ‘bottom line’ when it comes to your retirement income expectations. During your working years,...

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Carter McClung Passes CFP® Examination

Carter McClung Passes CFP® Examination

Blue Rock Dravo Bay is extremely proud to announce that one of our own passed the CERTIFIED FINANCIAL PLANNER examination on September 23, 2020. Blue Rock Dravo Bay formally Congratulates Carter McClung. There are over 310,000 financial advisors in the United States. According to the latest CFP®...

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Should You Help Pay For Your Grandchild’s Education?

Should You Help Pay For Your Grandchild’s Education?

Becoming a grandparent is a joyful experience, and the luckiest grandparents are arguably those who live close to their grandchildren. As grandparents, you play an important role in a multigenerational experience, giving your grandkids your presence, wisdom, and sometimes, financial support....

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How And Why Risk Tolerance Affects Your Portfolio

How And Why Risk Tolerance Affects Your Portfolio

Risk tolerance impacts every aspect of your investment strategy from your portfolio’s asset allocation and asset location, to your investment goals and time horizon. Understanding your risk tolerance will make a positive impact on the structure and maintenance of your portfolio. Ready to see how? Let’s dive in.

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