Retirement

Mar 23

Unique Planning Opportunities with TIAA Traditional

by Geoff Wells

Teachers Insurance and Annuity Association, better known as TIAA was founded almost 100 years ago (1918). TIAA provides retirement plan solutions for a majority of the higher education institutions in [...]

Oct 21

The Road to Retirement

by Patrick Rohe, CFP®

Managing clients’ financial assets is at the heart of what we do here at Rockbridge.  However, having a well thought out investment portfolio will only get you so far if [...]

Aug 19

Before You Retire, Make a Leisure Plan with Purpose

by Rockbridge Team

We all know the importance of getting your finances in order and creating a financial plan when you are on the brink of retirement. However, creating a “leisure plan” can [...]

Jul 14

Another Surprise – Yet Again!

by Craig Buckhout

The recent vote in Britain to exit the European Union is yet another reminder of how markets often react negatively to surprises. We cannot help but ask ourselves, “Is it [...]

Jun 23

Investing and Entertainment: John Oliver’s Take

by Rockbridge Team

Thanks in part to our evidence-based approach to investing, we don’t have to eat our words or advice very often. But recently, we discovered that we stand corrected on one [...]

Jun 01

Should I Google My Retirement Plan?

by Geoff Wells

A simple Google search for “retirement plan” or “retirement calculator” will provide thousands upon thousands of results.  The number of websites that promise to provide retirement or financial guidance in [...]

Apr 29

Lockheed Martin MST Voluntary Layoff Program

by Geoff Wells

Lockheed Martin MST recently announced the upcoming Voluntary Layoff Program with the goal of reducing the divisional workforce by 1,500 employees.  If you are considering retirement and are eligible for [...]

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