Is the middle class the “most endangered species in America“? Since the economic downturn of 2008, America’s middle class has been on the decline. Reports from the Pew Research Center […]
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On the list of problems you really wouldn’t mind having, receiving an unexpected windfall in the form of an inheritance may just be at the top. Unfortunately, without careful planning […]
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Feeling stressed due to a volatile market? Don’t let the ups and downs get you down. Instead of reacting to every bump in the road, remember to focus on your […]
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5 Ways to Help Pre-Retirees Balance Long- and Short-Term Goals The economy may be on the mend, but Americans are still feeling anxious about retirement. According to the 2014 Retirement […]
Read MoreWe are a consumer driven economy and two thirds of our output is reflected by what consumers spend on their everyday items. Now that the world has become more connected, […]
Read MoreBitcoin? What in the heck is a bitcoin? This new form of currency has been in the headlines lately, mostly due to stories about its popularity amongst the online underworld, as […]
Read MoreThough no one likes to imagine that their relationship won’t last, statistics indicate that 36 percent of all marriages end in divorce. While the dissolution of a marriage or the […]
Read MoreThough it may be hard to imagine a time when your children are charged with taking care of you, instead of vice versa, this situation is growing more common — […]
Read MoreAh, retirement. Whether you dream of living on the fairway, traveling the country in an RV, or simply enjoying a relaxed lifestyle free from the worries of the daily grind, […]
Read MoreFor the more-than 48 million Americans without health insurance, the launch of the Affordable Care Act, or ACA, represents the opportunity to obtain health coverage, often at a subsidized cost. […]
Read MoreWhen it comes to retirement planning, women face a double whammy: Not only do they tend to live longer than men – by an average of three years – they […]
Read MoreMany of the individuals I work with are between the ages of 40-55. These people are often known as the Sandwich Generation, as they are often caring for aging parents […]
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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...
With lifetime gift and estate tax exemptions at an all-time high, not as many taxpayers will be...
