Jul 15, 2021 | Financial plan, Investments
Mutual funds and ETFs are two of the most common investment vehicles for individual investors. That’s a good thing—and there are several reasons why. Mutual funds and ETFs can both provide diversification at a low cost, which we believe is essential to a sound...
Jun 15, 2021 | Financial plan
Whether you’ve just set up shop or are celebrating a major company milestone, your business needs a seamless and efficient succession plan. All businesses undergo transition, and being more prepared to handle that transition will only pave the way for future...
Jun 9, 2021 | Financial plan
When was the last time you thought about your estate plan? If you can’t remember, it’s likely been too long. At Blue Rock, we talk all the time about how taxes permeate every aspect of your financial life—your estate plan included. Here are ways to bring...
Apr 15, 2021 | Financial plan
Social Security plays a pivotal role in your retirement plan—set to replace roughly 40% of your income in your retirement years. Maximizing your benefits means making the most of several factors: Your highest income-earning years Tax bracket management Marital status...
Nov 15, 2020 | Financial plan
Wealth moves in waves. Many diagrams of wealth cycles resemble a wave you might see off the Delaware shoreline. The most unpredictable part of a wave isn’t on its ascent, rather its descent as it decides where to crash and what particles get swept up in the foamy...
Oct 15, 2020 | Financial plan, Investments, Tax Planning
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...
