Jan 21

Finding Advice for More Modest Retirement Investments

by

The New York Times recently published an article about the various ways people are using the web for retirement planning.  More and more companies are trying to find solutions to help people with less than $500k in assets manage money in a similar fashion to large pension funds.

At Rockbridge, we have cost effectively been doing this for 20 years, with real service, and not just software.  We are also able to provide judgment and credibility that the online platforms are still lacking.  With financial decisions, a face-to-face personal interaction cannot be overlooked!

You Might Also Like

Other articles filed under Retirement

Tax Scams: What to Look For and How to Avoid Them

April 19, 2018
As another tax season comes to a close, we wanted to draw attention to a number of scams and schemes to defraud unsuspecting taxpayers. We think it is important that our clients be aware of how these scams work, and...
Continue Reading

The Value of a Financial Plan

April 17, 2018
It’s common for investors to feel nervous when looking at investments by themselves. Are you saving enough? Are you saving in the right place? Are you holding the right mix of investments? Should you own individual stocks or funds? Are...
Continue Reading

Tuning Out the Noise

April 6, 2018
The markets have seen several ups and downs over the years, but remember - Volatility is normal. At Rockbridge, we believe financial advisors play a vital role in helping you understand what you can control while providing expertise, perspective and...
Continue Reading

Understanding Your Heirs and Knowing Your Beneficiaries

March 20, 2018
Estate planning has often had an air of mystery to some people. The terms used and bantered about by lawyers or planning professionals are not words we use in everyday conversations.  Do you have heirs? Answer: No you don’t –...
Continue Reading

Income Tax Planning – How Rockbridge Can Help

February 23, 2018
It’s tax time again and as you gather your W2s, 1099s, and maybe even your K-1s, we thought it would be a good time to explain our income tax planning approach. Income tax planning is a crucial aspect of the...
Continue Reading

‹ Back to Blog Home

getting started is simple

315.671.0588 info@rockbridgeinvest.com Schedule a meeting Sign Up for Our Newsletter