Since their inception in 1996, 529 plans have long been regarded as a valuable college savings vehicle, helping families mitigate the burden of substantial educational expenses. As tuition rates continue […]
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For many, these last few weeks have been filled with hope and celebration as graduating seniors look toward the future and think about what it will be like to attend […]
Read MoreEAGLEROCK FINANCIAL IS PLEASED TO INTRODUCE A SPECIAL PRESENTATION “Invest for Life: A road map for your financial future” Thursday October 18, 2012 at 1 p.m. As Lao Tzu said […]
Read MoreThe Eaglerock Financial Literacy Webinar Series! STUART STEINBERG OF EAGLEROCK FINANCIAL IS PROUD TO INTRODUCE A SPECIAL PRESENTATION: Invest in Your Child’s Future Presentation (Tracking #634953) Thursday September 20, 2012 […]
Read MoreEAGLEROCK FINANCIAL IS PLEASED TO INTRODUCE A SPECIAL PRESENTATION “THE SANDWICH GENERATION – CARING FOR YOUR AGING PARENTS” (Tracking #1-023042) If you are one of the 20 milion + American who […]
Read MoreIt’s after dinner and the kids are in bed…and work beckons. You take out your laptop, and so does your spouse. Sitting in front of the fire, it looks like […]
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Since their inception in 1996, 529 plans have long been regarded as a valuable college savings vehicle,...
NEWBURYPORT, MA – Stu Steinberg, CFP, CPA, MBA, owner and CEO of Eaglerock Wealth Management, a local...
Physicians have a lot going on financially. Between a truncated career as a result of lengthy education,...
The option of portability when planning your estate could make a substantial difference come tax time, especially...
Putting together a well-thought-out estate plan is a necessary step to protecting the ones closest to you...
If you work in a traditional job, managing your finances and taxes can be relatively easy. You...
