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!
Other articles filed under Retirement
November 25, 2015
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 when it comes to how to invest and which advisor...
November 20, 2015
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 period. We wanted to reach out to all of our...
November 16, 2015
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 that the holidays are expensive. However, it is important to...
November 3, 2015
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 who turns 62 in 2016 or later will no longer...
November 2, 2015
In this recent WSJ article, they talk about the how smart phone "investment apps" are causing investors to react to short-term market swings and abandoning their long-term established financial plans. Behavioral economists call this tendency, "myopic loss aversion"- and it can...