Andrew Kobylski is an Associate Wealth Adviser with CI Brightworth/McGill Advisors and has been with the firm since 2020. Working closely with attorneys, dental professionals and small-business owners, he aims to create financial plans that align with each client's values and goals. Originally from the Northern Virginia area, he attended Virginia Tech and graduated summa cum laude with a degree in finance under the CFP® Certification Education Option. He obtained both his CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® designations in 2021.
Latest articles by Andrew Kobylski
You Are Finally Making Good Money. Now What?
personal finance After getting by for years, many millennials are finding themselves with excess money in their pockets. Here’s how to decide if it makes more sense to pay down debt or invest more for retirement.
The Right Retirement Plan: Do I Choose a Traditional or Roth 401(k)?
401(k)s If your workplace offers a Roth 401(k) retirement savings plan in addition to a traditional 401(k), picking between them comes down to taxes.
By Andrew Kobylski Published401(k)s
Are You Going to Run Out of Money in Retirement?
retirement planning A portfolio stress test can help give you some peace of mind about that … but if you’re not careful, it could give you a false sense of security. To get results you can trust, make sure the parameters you’re using are realistic.
By Andrew Kobylski Publishedretirement planning
Stocks Had a Big Year. Should You Sell Some to Buy a Second Home?
real estate Last year was a hot one for the stock market. If you’re sitting on some big gains, that vacation home you’ve been dreaming about may be calling your name. Here are five questions to answer before you take the plunge.
By Andrew Kobylski Publishedreal estate