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About the Financial Planning “Todd Talk”


Blue Rock Dravo Bay proudly hosts a regularly scheduled educational event open to the public. Each month we tackle a new topic, invite a guest speaker, and hear from the experts regarding some of the hottest topics in the financial world.

Click HERE to read about previous Todd Talks. Some of our previous topics include:

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Financial Planning Todd Talk Coming Soon

 

 

 

Todd Roselle, CFP® CHFC®

Partner

Blog 

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 reach your goals both now and in the future. Learn more about this special account today.

QCDs: A Smart Giving Strategy for Retirees

Charitable giving plays a crucial role for many retirees. Given the tumultuous impact of the coronavirus pandemic, charities and the people they serve have seen a sharp increase in the need for financial resources; and so far, many donors have...

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 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...

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...

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...

Presidential Election Tax Analysis

This month’s Financial Planning “Todd Talk” continued with its virtual theme, via Zoom. Our topic was geared towards next month’s presidential election as Todd, joined by Whisman Giordano & Associates President, and Managing Partner, Joseph...

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...

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...

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.

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 allocation. You may recall that asset location is a tax minimization strategy that places your assets in the most tax-efficient investment accounts. Asset...