Although our name is Rockbridge Investment Management, there are many services that we provide to our clients beyond managing investments. We wanted to share just a few of these additional skills with our clients.
We are here for you as an ongoing resource for every financial question, big or small. Please ask!
Retirement Income Planning
Investment management is only part of the retirement picture. We are able to plan for what your retirement will look like by combining all sources of future retirement income.
If you have a pension, the decision on how to start collecting on the pension is one of the biggest financial decisions you will make. We can look at the context of the available pension options and your other financial assets to optimize your available retirement spending.
While we don’t sell any insurance products, we are knowledgeable in life, health and long-term care insurance products. We can help provide context to how much insurance you need and where the best place is to purchase it.
Social Security Strategies
Often unrealized, Social Security will still provide the backbone of your retirement spending. There are many different options available for claiming Social Security. Making sure the right selection is made can have a substantial impact.
We can help lead you through many complex estate planning scenarios and work with your attorney on finalizing your optimal estate plan.
There are many ways to optimize your savings and retirement withdrawals by understanding the complicated tax laws. We have the expertise to understand how your investments and taxes interact.
Tuition bills have skyrocketed in the last decade. We cannot help reduce the cost of tuition, but we can make sure you are saving and paying for college in the most cost effective way for your children.
Before retirement, employer retirement plans are often the easiest and best way to save. Even though we cannot directly manage your personal 401(k) account, we can provide guidance on which investments should be in the account.
If you have questions relating to any of the topics listed and more, please feel free to contact us. Rockbridge has firm-wide expertise to help you achieve your financial goals
Other articles filed under Family Finances
February 7, 2018
Yesterday evening, Rockbridge's own Ethan Gilbert, CFA was featured on our local Spectrum news network. Check out the interview below where Ethan discusses the recent market shifts, how these swings can affect your retirement accounts, and how to protect your...
January 24, 2018
This past weekend, the New England Patriots did it again. Down 10 in the 4th, star quarterback Tom Brady orchestrated two scoring drives to pull off another comeback victory. In two weekends, the Pats will try to win their 3rd...
January 23, 2018
Stock Markets Returns from various stock market indices over several periods ending December 31, 2017 are shown below. The past quarter was good for stocks – REITs lagged. Over the past year, returns from stock indices, especially emerging markets, were...
January 19, 2018
Happy New Year! Now that 2017 is a wrap, one of the best presents you can bestow on yourself and your loved ones is the gift of proper preparation for the rest of the year. Want to get a jump-start...
January 16, 2018
As you are likely aware, Congress has recently passed significant changes to the tax law. These changes are effective beginning in tax year 2018, with many of the changes for individuals set to sunset after 2025. The summary below is...