Newburyport, MA – Stu Steinberg, CFP®, CPA, MBA joins Gateway Financial Partners, a nationally-recognized firm of independent financial advisors, effective November 1, 2025. This partnership marks an important milestone in […]
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NEWBURYPORT, MA – Stu Steinberg, CFP, CPA, MBA, owner and CEO of Eaglerock Wealth Management in downtown Newburyport, has been recognized as a top financial advisor, earning Boston’s 2025 FIVE […]
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Since their inception in 1996, 529 plans have long been regarded as a valuable college savings vehicle, helping families mitigate the burden of substantial educational expenses. As tuition rates continue […]
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NEWBURYPORT, MA – Stu Steinberg, CFP, CPA, MBA, owner and CEO of Eaglerock Wealth Management, a local firm located in downtown Newburyport, is a recipient of Boston’s 2024 FIVE STAR […]
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The option of portability when planning your estate could make a substantial difference come tax time, especially with today’s generous estate and gift tax exemption amounts. Should you consider this […]
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With over 70 million baby boomers in the United States, how many are celebrating their 65th birthday every day? Retirement is right around the corner for many. Are you prepared […]
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This year has been a rollercoaster ride for investors. The market hit an all-time high on January 4, 2022, tumbled over 12% through mid-March, rallied back up over 8% to […]
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News > For the 10th Year in a Row, Eaglerock Financials’ Stu Steinberg, CFP, CPA, MBA Receives Award as one of the FIVE STAR Wealth Managers in Boston area. NEWBURYPORT, […]
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Over this past year and a half, COVID has affected—and continues to affect—the most vulnerable populations. We’ve heard too many stories of financial elder abuse and accounts of loved ones […]
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This is an important question that we are asked often. And while retirement isn’t one size fits all, we’ll give you some scenarios to consider that may be right for […]
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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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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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Newburyport, MA – Stu Steinberg, CFP®, CPA, MBA joins Gateway Financial Partners, a nationally-recognized firm of independent...
NEWBURYPORT, MA – Stu Steinberg, CFP, CPA, MBA, owner and CEO of Eaglerock Wealth Management in downtown...
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...
Since their inception in 1996, 529 plans have long been regarded as a valuable college savings vehicle,...
NEWBURYPORT, MA – Stu Steinberg, CFP, CPA, MBA, owner and CEO of Eaglerock Wealth Management, a local...
