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 MoreRetirement Planning
Top 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 MoreFinancial Webinar: Invest for Life: A Road Map for your Financial Future
EAGLEROCK FINANCIAL IS PLEASED TO INTRODUCE A SPECIAL PRESENTATION “Invest for Life: A road map for your financial future” Thursday October 18, 2012 at 1 p.m. As Lao Tzu said […]
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 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 More5 Important Tips for Retirement or Semi-Retirement
You’re thinking about retiring or about downshifting your work-life in exchange for more free time. Either way, it’s a major step and it’s something to look forward to. But like […]
Read MoreFinancial Webinar: Retirement Strategies for Women
EAGLEROCK FINANCIAL IS PLEASED TO INTRODUCE A SPECIAL PRESENTATION “RETIREMENT STRATEGIES FOR WOMEN” (Tracking #540182) The challenges are everywhere for women in the work force. Earnings still tend to be […]
Read MoreWhat Is Financial Planning?
That’s a question I like to ask my clients when they come to meet me for the first time. It helps me to find out where the client is coming […]
Read MoreWhere should I invest My Money?
You’d think there’d be an easy answer to that question. I’ve heard it so many times. But it’s always a challenge. And that’s exactly how it should be. For one […]
Read MoreMy old Financial Advisor never asked me That!
President Obama was still in law school. Steve Grogan was suiting up for the Patriots. Lady Gaga was 3-years-old. It was 1989, the year I got my first real job […]
Read MoreFinancial Planning – Time Marches On
Time marches on… What are you doing with your money? I often speak about the importance of investing for the future and planning for your retirement. Some have taken my […]
Read MoreHow do you keep THIS from happening in your Family?
Talking to your parents about money is one of the most difficult things you can do. But it’s one job you have to do well.
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