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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As we continue to expand our digital footprint, it is important to incorporate our digital lives into an estate plan so our digital legacy may be preserved. Some call these […]
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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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Are you trying to figure out what to save? How much? Where to put it? This can be very daunting. Make sure you sit with your financial advisor to go […]
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It is no secret that there are a lot of factors that go into planning for retirement. It is also important that each one gets addressed individually, and carefully. Many […]
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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 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 MoreI 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 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 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 MoreHopefully 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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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...
