I’m Stu Steinberg and this is…”CPA on the Street.” Not only is the city of Newburyport headquarters for my businesses, Eaglerock Financial and Erock Tax, it is also the home […]
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5 Tips for Parents – Talking to Adult Children about Family Finances
Though 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 More10 Key Tips for Pre-Retirees
Ah, 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 More5 Key Retirement Strategies for Women
When 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 More4 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 known as the Sandwich Generation, as they are often caring for aging parents […]
Read MoreSocial Media Intern Wanted!
Job Opportunity: Eaglerock Financial is looking for a sharp, motivated intern to help us with our inbound and overall marketing efforts. Inbound is a term coined by Hub Spot’s Brian […]
Read MoreWhat 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 MoreWhat is Comprehensive Financial Planning?
I like to describe myself as a financial advisor who looks at the “whole” picture before making recommendations to my clients. Too often I see families making decisions in a […]
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 MoreThe Improving Housing Market
Now that the election is behind us we can focus on some of the positive aspects of our economy and how to improve Gross Domestic Product (GDP) and jobs in […]
Read MoreNewburyport Entrepreneur: CPA on the Street with Mike Pollard of Port Chimney
Welcome to the Newburyport Entrepreneur – CPA on the Street. In this series I travel around town and visit with other entrepreneurs and small business owners to find out if […]
Read MoreWe ARE better off Financially NOW
I remember it well. It was October 2007, and the stock market was at a high point. By the time we had reached March of 2009 the market had lost […]
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