14 May 2012

Financial Webinar: The Sandwich Generation – Caring for Aging Parents

EAGLEROCK FINANCIAL IS PLEASED TO INTRODUCE A SPECIAL PRESENTATION  “THE SANDWICH GENERATION – CARING FOR YOUR AGING PARENTS”  (Tracking #1-023042) If you are one of the  20 milion + American who struggle to care for aging parents while raising a family … Continue reading

14 May 2012

The Eaglerock Financial Literacy Webinar Series

  Stu Steinberg, CPA, MBA, is proud to present the Eaglerock Financial Literacy Webinar Series. Take the opportunity to learn from financial advisor Stuart Steinberg in a free 12-week webinar series. Each week of this exciting, engaging, and important series … Continue reading

1 May 2012

5 tips for couples considering a Divorce

5 Financial Tips for Couples Facing Divorce According to the Forest Institute of Professional Psychology in Springfield, MO, 50% percent of first marriages, 67% of second marriages, and 74% of third marriages end in divorce. That means people – a … Continue reading

20 April 2012

5 Tips for Affording College

It’s after dinner and the kids are in bed…and work beckons. You take out your laptop, and so does your spouse. Sitting in front of the fire, it looks like you’re playing a quiet game of Battleship. But really you’re … Continue reading

11 April 2012

April 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 and I review this in our brief podcast and i … Continue reading

8 April 2012

5 Common Errors of the Self-Employed

In the more than 22 years I’ve been working in personal finance, I’ve seen my share of mistakes.  Here I’ve made a list of five common errors I warn my clients not to make. 1) Budget.  Every business needs one, … Continue reading

2 April 2012

Wealth Management – not just for the Rich and Famous!

 Wealth management: Isn’t that just such a stuffy phrase? You think of some guy at a boardroom table, on the top floor of the tallest building in the city, with his phalanx of financial planners talking stocks and bonds and, … Continue reading

27 March 2012

What Is Financial Planning?

That’s a question I like to ask my clients when they come to meet me for the first time. It helps me to find out where the client is coming from, and what they understand about financial planning. So what … Continue reading

18 March 2012

Do 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 the financial news. Take the idea of planning for your … Continue reading

9 March 2012

You Won’t Ever Hear Me Say the Word, but…

So here’s a word I’ve never seen before.  concinnity 1. internal harmony or fitness in the adaptation of parts to a whole or to each other. I’d never seen it, never heard it, and I’m not exactly sure who on … Continue reading

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