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 they love Newburyport as much as I do! The goal of the series is to provide educational and fun information directly from the business owners themselves.
I grew up playing hockey, unlike founder and player coach Christian Sava of the Port City Pappys, Newburyport’s own over 40 men’s lacrosse team. Christian grew up in Connecticut and went to the Gunnery where lacrosse was king. It was Christian’s brilliant idea to start a team here in Newburyport and get guys back into the sport who may not have played it since high school or college! A few of us had never picked up a stick before, including myself, and I certainly have a lot of work to do! I am loving every minute of the competition, and look forward to more games with the Pappys.
Listen below to Christian and I chatting with Win Damon on Newburyport’s own radio station WNBP
With more than 23 years of experience as a credentialed tax professional, Stu Steinberg, CPA, MBA brings a broad depth of knowledge to his work. He has worked with small business entrepreneurs for many years helping them plan their businesses more effectively. He can be reached at stu@eaglerockfinancial.net or 978-864-9581 anytime.
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 and I review this in our brief podcast and i will explain why this does not have to be the case. Learn the rules, get educated, and make your tax filing easier and less stressful. Tune in to wnbp.com or am 1450 Newburyport every Tuesday morning at 8:30 to hear Stu and Win talk finances and other money topics!
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 the financial news.
Take the idea of planning for your retirement. It can be daunting. How much money do you need? It seems like there can never be enough. So some people respond by squirreling away everything they have. While I’m the first one to advocate for responsibility in your personal finances, I think it’s also important to live your life. Putting everything under the floorboard like Silas Marner, you might be squandering your chance to enjoy this life you’ve built for yourself. Maybe there’s a home improvement you’d like to make, an experience you want to have with your kids, or some travel you simply won’t enjoy as much when you’re older.
Well, do you have enough money to do it?
Maybe you do. Let’s at least ask the question, and make a plan if we can. Considering that we only get to live one time, it’s safe to say it’s worth the effort. Let’s sort through the complexities and arrive at an answer you can feel good about. It’s my job as a financial advisor to work with clients to maintain a positive outlook, to get a sense for what might be safe to spend today. It is a delicate balance, certainly, but with help it is a balance that you can strike. It is an empowering step to make.
Listen below to Stu chatting about this topic with Win Damon of 1450 Am and wnbp.com. Listen live on Tuesday mornings at 8:30!
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 they love Newburyport as much as I do! The goal of the series is to provide educational and fun information directly from the business owners themselves.
