10 Key Tips for Pre-Retirees
Ah, retirement. Whether you dream of living on the fairway, traveling the country in an RV, or...
CPA on the Street Stu Steinberg with Jeremy from Grand Trunk Imports
I’m Stu Steinberg and this is…”CPA on the Street.” Not only is the city of Newburyport headquarters...
Raising the Minimum Wage will be Good for the Economy
In President Obama’s 2014 State of the Union speech, he rekindled a conversation that’s been simmering in...
6 Tips for Navigating the Affordable Care Act
For the more-than 48 million Americans without health insurance, the launch of the Affordable Care Act, or...
5 Key Retirement Strategies for Women
When it comes to retirement planning, women face a double whammy: Not only do they tend to...
Fun Thanksgiving Financial Trivia with Win Damon and Pete Falconi
I enjoy my weekly Tuesday morning chats with morning guy Win Damon on Newburyport’s own FM 106.1...
BIG victory for Same-Sex Married Couples
I am most excited for the 2013 tax filing season as for the first time we will...
4 Reasons to Use Wealth Vision Software for Your Financial Planning Needs
Many of the individuals I work with are between the ages of 40-55. These people are often...
Social Media Intern Wanted!
Job Opportunity: Eaglerock Financial is looking for a sharp, motivated intern to help us with our inbound...
Inherited IRAs
Hopefully my clients will be well prepared when an unfortunate but inevitable death occurs within a family. ...
The Debt Ceiling – NOT just another Bargaining Chip
The latest government closure may be nothing compared to what will happen if the US debt ceiling...
What it means to be a Holistic Financial Advisor
If you google the term “Holistic” you will see that it is defined as a diverse field...