Hopefully my clients will be well prepared when an unfortunate but inevitable death occurs within a family. When dealing with inherited IRA’s, there are distribution and tax implications. If one […]
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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 of alternative medicine in which the “whole person” is focused on, not just […]
Read More4 Important Facts About Long Term Care Insurance
Your financial plan is not complete unless you have some protection from Long term Care, even as costs of plans rise and insurers drop out of the market. Long term […]
Read MoreThe Internet Sales Tax
The Internet Sales Tax, otherwise known as “The Marketplace Fairness Act”, has passed the Senate and now moves on to the House. There is a real chance this tax will […]
Read MoreTop 4 Concerns for Seniors and Their Financial Plans
1) Will I outlive my money? This is the number one concern for seniors and more people are worried about this than actually passing away. As a result, seniors often […]
Read More6 Myths about Money and Investing
I wish I had a dime for every time someone called me with a hot tip or a new investment idea. Boy I certainly would be a rich man. I […]
Read MoreFinancial Webinar: Five Tips for Surviving Market Volatility
STUART STEINBERG OF EAGLEROCK FINANCIAL IS PROUD TO INTRODUCE A SPECIAL PRESENTATION: “Five Tips for Surviving Market Volatility Presentation” Thursday October 4, 2012 at 1 p.m. There are […]
Read MoreFinancial Webinar: Wealth Management Strategies
STUART STEINBERG OF EAGLEROCK FINANCIAL IS PROUD TO INTRODUCE A SPECIAL PRESENTATION: Wealth Management Strategies Presentation (Tracking #540179) Thursday September 27, 2012 Learn how to talk to your advisor about […]
Read MoreWhat the Health Care Law Means to You
The following commentary exresses the political view of the author and in no way represents the views of LPL Financial. The assumptions made are based on the proposed 2013 budget […]
Read More4 Tips to remain Slow and Steady in your Investment Plan
For me it has always been slow and steady wins the race. When it comes to financial planning that is. What do I mean by that? I mean over the […]
Read MoreFinancial Webinar – Invest in your Child's Future
The 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 More5 Tips for Choosing a Financial Advisor
Here are 5 top tips for choosing the right person to help you manage your financial life: 1) Ask Questions. When you’re looking for a financial advisor, you want to know […]
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