Retirement

Apr 29

Lockheed Martin MST Voluntary Layoff Program

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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 [...]

Apr 28

Rockbridge Understands You – Lockheed Martin

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When evaluating a financial advisor, the most important factor is that they truly understand you as a person and your personal situation.  At Rockbridge, we have a dedicated focus in [...]

Mar 16

Clearing Up Confusion About New Social Security Rules

by Claire Ariglio

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 [...]

Nov 20

Surprising New Changes To Social Security

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Recently, Congress included surprising Social Security rule changes in the 2016 budget legislation.  The bill has now become law and the updated rules will become permanent over a phase-in time [...]

Nov 03

A Look Into The Recent Social Security Changes

by Claire Ariglio

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 12

Changing Your Domicile from NYS

by Edward Barno

Would you stop being a fan of the Yankees, Mets, Giants, Jets, Bills or the Syracuse Orangemen and root for a team in Florida in order to save on your [...]

Oct 08

4 Steps to a Successful Retirement

by Anthony Farella

Many investors nearing retirement are beginning to focus on life after work.  Questions arise that can be difficult to answer, such as: How much savings is enough to retire? What [...]

May 07

Should You Manage Your Own Money?

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Over the weekend, the Wall Street Journal writer Lindsay Gellman covered this important topic.   She did an excellent job articulating the values of both hiring an advisor and managing [...]

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