Blue Rock Financial Group @BlueRockFG
Serving Business Owners, Pre-Retirees & Retirees, and Executives & Professionals. For a list of full disclosures, https://t.co/zyWnE0igzz bluerockfg.com Rehoboth Beach, DE Joined September 2021-
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One of my favorite lessons from stoic teaching is: Wealth exists not to those who want more, but to those who desire less. Most people misunderstand wealth. They think it’s an income problem. It’s usually a desire problem. If your lifestyle expands every time your income does, you’re not getting richer, you’re just raising the price of your freedom.
Too much cash = inflation loss. Too little cash = unprepared for life’s surprises. The sweet spot: 3–6 months of expenses. Anything extra? Put it to work in higher-yield accounts or investments. #PersonalFinance #FinancialLiteracy #FinancialFreedom
New in 2025: Seniors 65+ can claim an extra $6k deduction ($12k for couples) under OBBB. ⏳Temporary: 2025–2028 ➕Stacks with the standard deduction 💰Phaseout starts at $75k single / $150k joint Plan ahead to maximize the benefit. #TaxPlanning #OBBB #Retirement
Should your family’s legacy live within one trust or two? bluerockfg.com/2025/06/15/sho…
Thinking about real estate for tax benefits? At Blue Rock, we help clients understand what qualifies and how to align their investment strategy for maximum tax efficiency. Let’s make sure your real estate is working just as hard on your taxes as it is in the market.
Want to lower your expenses in retirement? Here’s a simple mindset shift: As your income grows, don’t grow your lifestyle with it. Instead, add a “bill” to your budget that goes straight into savings. It’s a smart way to “lock in” a lower spending level before retirement.
We’re proud to announce that Todd Roselle has been ranked on the 2025 Forbes | SHOOK Best-In-State Wealth Advisors list!
Congratulations to Carter McClung, CFP®, CSLP® Promoted to Director of Financial Planning.
The impact of financial decisions is long-term. Are you planning with the future in mind? #WealthManagement #LegacyPlanning
A comprehensive tax plan is essential for wealth preservation. How complete is yours? #WealthManagement
Effective planning is not about predicting the future but preparing for it. #wealthplanning #financialplanner
Traditional withdrawal rates don’t always reflect real-world changes in retirement. Move to risk-based guardrails that adjust for your financial situation, future income, and longevity. This modern approach ensures a more accurate and adaptive retirement strategy.
Backdoor Roth IRA: The smart way to bypass income limits and build tax-free retirement savings! Here's how it works: 1️⃣ Make a non-deductible contribution to a traditional IRA. 2️⃣ Convert it to a Roth IRA for tax-free growth. #BackdoorRoth #FinancialPlanning
Financial planning is more personal than financial. What drives you to secure your legacy? #WealthManagement #PersonalFinance
When people say, "diversify your assets," what do they mean? Some companies will thrive when others struggle. Spread your wealth across a variety of sizes, industries, and even geographic locations.
When it comes to your money, you have three choices: 1) Save it. 2) Spend it. 3) Pay down debt. The right choice depends on your financial goals. What's your strategy?
Think of your budget as your financial GPS. It guides you through every twist and turn, helping you make informed decisions and stay on course toward your financial goals.
Your budget is your roadmap. By tracking your income and expenses regularly, you can gain insights into your cash flow and make adjustments as needed to stay on track.
Happy Thanksgiving from all of us at Blue Rock Financial Group! We are grateful for the incredible journey of the past year and the privilege of serving you. Wishing you a Thanksgiving filled with joy, laughter, and moments of gratitude. 🍁🦃
🚨 NEW BLOG ALERT 🚨 Breaking News: Mint, the leading financial app, is shutting down! Discover why Intuit is closing Mint and what it means for its 3 million users. Plus, explore alternatives to manage your finances effectively. Read the full article 👉 bit.ly/3R25f30
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