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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If you work in a traditional job, managing your finances and taxes can be relatively easy. You collect your W-2, write off a few deductions, and you’re done. Your retirement […]
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With lifetime gift and estate tax exemptions at an all-time high, not as many taxpayers will be subject to federal gift taxes. However, that doesn’t mean you won’t have to […]
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With over 70 million baby boomers in the United States, how many are celebrating their 65th birthday every day? Retirement is right around the corner for many. Are you prepared […]
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While the year started out with some uncertainty about potential tax law changes, very few of the proposed policies that may have impacted high income taxpayers were enacted. The Inflation […]
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It’s the time of year when we’re immersing ourselves in fall sports, thinking about the holiday season, preparing budgets for next year, and of course, planning year-end tax strategies. Year-end […]
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This is an important question that we are asked often. And while retirement isn’t one size fits all, we’ll give you some scenarios to consider that may be right for […]
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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 […]
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Staying healthy is top of mind around the globe right now. People are taking extra steps to ensure wellness, slowing down to create order out of chaos, and prioritizing what […]
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Donor-advised funds (DAFs) have been on the up-tick over the past decade. According to the National Philanthropic Trust 2019 Donor-Advised Fund Report, the sky-rocketing growth has led to nearly double […]
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Do you have questions about withdrawing from your IRA? We like to describe the IRA as a bell curve, hopefully growing up over the years, and then slowly draining over […]
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As the workforce grows ever more competitive, obtaining that college degree is more important than ever. Unfortunately, the costs of secondary education are on the rise, increasing more than 75 […]
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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...
