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 More5 Ways to Help Pre-Retirees Balance Goals
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Tracking Charitable Contributions
Cleaning 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? […]
Read More4 Important Facts About Long Term Care Insurance
Your financial plan is not complete unless you have some protection from Long term Care, even as costs of plans rise and insurers drop out of the market. Long term […]
Read MoreNewburyport Entrepreneur – CPA on the Street Stu Steinberg with Christian Sava of the Port City Pappys!
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 MoreApril 15 is Tax PAYMENT date, not Tax filing date!
Most people think tax filing time is April 15th. The stress and anxiety caused by this date is harrowing to many taxpayers. Listen below to WNBP’s Win Damon […]
Read MoreDo You Hide Your Money under the Floor Boards?
I like to help my client take the whole approach to their finances. It’s too easy to lock into a single financial obsession, to bite into some hot topic in […]
Read MoreWhere did you get the name Eaglerock?
A friend asked me this recently.
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