Rockbridge Named #81 on CNBC's Top 100 Fee Only Wealth Mgmt Firms List

Author: Claire Kobylanski

Aug 16

The 5-year Countdown to Retirement

by Claire Kobylanski

While you should think about retirement planning as early as possible, the five years leading up to retirement are critical. If you believe you are 5 years or less away [...]

Jun 16

How to Get the Right Financial Adviser

by Claire Kobylanski

Selecting the right financial adviser is crucial. You want someone who is trustworthy and who will act in your best interest, but they are not as easy to find as you [...]

Mar 18

When Stock Pickers Stop Picking Stocks

by Claire Kobylanski

Many investors pay high fees for actively managed funds. Traditionally with these funds, an investor pays the “manager” of the fund to select investments that they believe will outperform the [...]

Mar 16

Clearing Up Confusion About New Social Security Rules

by Claire Kobylanski

As you may have heard, there have been some drastic changes to Social Security regarding the file-and-suspend and restricted application methods of filing. These changes were announced back in October [...]

Mar 02

Tax Efficiency: Index Funds vs. Actively Managed Funds

by Claire Kobylanski

Tax season is in full swing, which may bring up many questions and considerations about your investments. Am I saving in the most tax-efficient locations for my financial situation? Are [...]

Nov 25

The Devil’s Financial Dictionary

by Claire Kobylanski

There is an endless amount of terminology that surrounds the finance and investment industries. It can certainly be confusing to the average investor, and may be responsible for some uncertainty [...]

Nov 16

Three Ways to Curb Holiday Spending

by Claire Kobylanski

The holidays are right around the corner, and it’s time to start thinking about gift shopping, parties, and all the other spending that goes along with them. It’s nothing new [...]

Nov 03

A Look Into The Recent Social Security Changes

by Claire Kobylanski

Last week, Congress passed their “Bipartisan Budget Act of 2015.” Among the typical budgetary items, there are a few alterations that will impact the Social Security benefit filing system. Anyone [...]

Oct 13

My Journey to Rockbridge

by Claire Kobylanski

As the newest member of the Rockbridge team, I thought I would take this opportunity to introduce myself. Whether you are a client, or another financial services professional, I believe [...]


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