Family Finances

Roth Conversions
Roth Conversions

Roth Conversions

By Mike Antonacci|2020-05-29T12:51:12+00:00May 29th, 2020|Family Finances, Retirement|

Roth IRA conversions can be an important potential tool for implementing a tax e […]

Recessions and Investing
Recessions and Investing

Recessions and Investing

By Ethan Gilbert|2019-10-14T15:58:10+00:00October 14th, 2019|All, Family Finances, Investing, News, Retirement, Uncategorized|

The word “recession” makes investors feel uneasy and with good reason; the corre […]

Life Events to Consider – Buying a House
Life Events to Consider – Buying a House

Life Events to Consider – Buying a House

By Mike Antonacci|2019-10-10T14:11:47+00:00October 10th, 2019|All, Family Finances|

Whether it’s your first house, you are relocating to a new area, or you are upgr […]

Life Events to Consider – Getting Married
Life Events to Consider – Getting Married

Life Events to Consider – Getting Married

By Mike Antonacci|2019-08-29T19:39:19+00:00August 20th, 2019|All, Family Finances, Investing, Retirement|

Congratulations! You are officially married and get to enjoy all the financial b […]

Social Security: Child-in-Care Filing Method
Social Security: Child-in-Care Filing Method

Social Security: Child-in-Care Filing Method

By Nicholas Stancato|2019-08-30T12:44:40+00:00July 29th, 2019|All, Family Finances, Retirement|

Rockbridge is involved in many organizations that advocate for children with dis […]

Long-Term Disability Considerations

By Kevin Sullivan|2019-04-22T19:30:44+00:00April 22nd, 2019|All, Family Finances|

Life Events to Consider

By Mike Antonacci|2019-04-17T19:45:14+00:00April 17th, 2019|All, Family Finances, Retirement|

New York State Office of Unclaimed Funds

By Rockbridge Team|2019-02-08T19:59:48+00:00February 8th, 2019|All, Family Finances, News|

More Than Just an Investment Firm

By Patrick Rohe, CFP®|2020-02-18T21:38:30+00:00December 7th, 2018|Family Finances, Investing, Retirement|

New Tax Law Makes Bundling Gifts to Donor-Advised Funds Attractive

By Anthony Farella|2018-10-09T17:19:58+00:00October 9th, 2018|All, Family Finances, News|

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