NYS Tax Update: PTET
If you itemize deductions on your federal tax return, you’ll recall that […]
Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, th […]
Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning
In our last piece, we emphasized the importance of estate planning as the greate […]
Protecting What’s Yours (After You Pass) Part 1: The Importance of Estate Planning
Fact: When you pass, you will leave behind an estate, and somebody will need to […]
What’s The Best Lockheed Martin Pension Benefit Option?
Our Lockheed Martin clients in the Syracuse and O […]
Lockheed Martin Resources
A good portion of our clients are employees of Lockheed Martin’s plant in Syracu […]
Saab AB Share Matching Plan – Rockbridge’s Analysis
The defense and aerospace company, Saab Inc., has their US Headquarters, and sev […]
Investment Lessons Found in the Year of the Coronavirus
Investors nerves were tried throughout 2020, yet those investors who avoided beh […]
The Stimulus Bill Explained
Congress recently passed a highly anticipated economic stimulus bill just in tim […]
Six Financial Best Practices for Year-End 2020
Has 2020 left you feeling like the fabled Sisyphus, forever pushing a boulder up […]