Stu Steinberg Receives Boston’s 2024 FIVE STAR Wealth Manager Award
NEWBURYPORT, MA – Stu Steinberg, CFP, CPA, MBA, owner and CEO of Eaglerock Wealth Management, a local...
A Financial Health Prescription for Physicians
Physicians have a lot going on financially. Between a truncated career as a result of lengthy education,...
To Port or Not to Port: Is Filing for Portability Right for You?
The option of portability when planning your estate could make a substantial difference come tax time, especially...
The Difference Between a Will and a Trust: Do You Need Both?
Putting together a well-thought-out estate plan is a necessary step to protecting the ones closest to you...
5 Self-Employment Financial Mistakes
If you work in a traditional job, managing your finances and taxes can be relatively easy. You...
When Does a Gift Require a Gift Tax Return, and Gift Tax?
With lifetime gift and estate tax exemptions at an all-time high, not as many taxpayers will be...
Tax-Savvy Retirement Planning
With over 70 million baby boomers in the United States, how many are celebrating their 65th birthday...
Year-End Tax Planning Strategies for Individuals
While the year started out with some uncertainty about potential tax law changes, very few of the...
Year-End Tax Planning Tips for Your Small Business
It’s the time of year when we’re immersing ourselves in fall sports, thinking about the holiday season,...
Is a Recession on the Horizon? Here’s How to Prep Your Portfolio
This year has been a rollercoaster ride for investors. The market hit an all-time high on January...
Stu Steinberg Recognized as a FIVE STAR Wealth Manager for 10 Years Running
News > For the 10th Year in a Row, Eaglerock Financials’ Stu Steinberg, CFP, CPA, MBA Receives...
Financial Health Series | Protecting Your Parents’ Finances: Part 2 – What Could Happen if We Avoid Having the Conversation?
Over this past year and a half, COVID has affected—and continues to affect—the most vulnerable populations. We’ve...