Financial Health Series | Protecting Your Parents’ Finances: Part 1 – How to Start the Conversation
Over this past year, COVID has affected—and continues to affect—the most vulnerable populations. We’ve heard too many...
Stu Steinberg Receives Boston’s 2021 FIVE STAR Wealth Manager Award
News > Eaglerock Financials’ Stu Steinberg, CFP, CPA, MBA Receives Award as one of the FIVE STAR...
When Can I Retire?
This is an important question that we are asked often. And while retirement isn’t one size fits...
How to Pay for College Tuition
For many, these last few weeks have been filled with hope and celebration as graduating seniors look...
Making Lemonade out of Lemons
Staying healthy is top of mind around the globe right now. People are taking extra steps to...
Is a Donor-Advised Fund Right for You?
Donor-advised funds (DAFs) have been on the up-tick over the past decade. According to the National Philanthropic...
How to Leave Your Digital Legacy
As we continue to expand our digital footprint, it is important to incorporate our digital lives into...
What are the Rules for Withdrawing Money from an IRA?
Do you have questions about withdrawing from your IRA? We like to describe the IRA as a...
6 Mistakes Retirees and Pre-Retirees Make with their Finances
Are you trying to figure out what to save? How much? Where to put it? This can...
4 Major Issues to Consider When Planning for Retirement
It is no secret that there are a lot of factors that go into planning for retirement....
5 Ways 529 Plans Help Grandparents Save for Their Grandchildren’s College
As the workforce grows ever more competitive, obtaining that college degree is more important than ever. Unfortunately,...
Eight Basic Money Lessons Everyone Should Know
The news is in, and it’s scary: Americans are falling behind the rest of the world when...