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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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 MoreCleaning out closets? Making room for new school clothes? Did you know keeping records of charitable contributions (clothing, art, vehicles, etc.) can benefit your tax deductions? Want to know how? […]
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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...
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...
