30 September 2013

What it means to be a Holistic Financial Advisor

If you google the term “Holistic” you will see that it is defined as a diverse field of alternative medicine in which the “whole person” is focused on, not just the malady itself.  Well, the same exact thing applies to … Continue reading

12 September 2013

4 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 care Insurance covers the cost of health care either at … Continue reading

20 August 2013

CPA on the Street Stu Steinberg with Chris and Mike of Newburyport Brewing Co

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 … Continue reading

31 July 2013

CPA on the Street Stu Steinberg with Ryan of Ground Work Studio

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 … Continue reading

13 July 2013

Newburyport Entrepreneur, CPA On the Street with Esther Sayer of Inn St Barbershop

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 … Continue reading

10 July 2013

Newburyport Entrepreneur CPA On the Street with David Buckley of Glanola, Inc

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 … Continue reading

19 June 2013

CPA on the Street with Jeremy of Grand Trunk on WNBP

I really enjoy my Tuesday morning radio spots on WNBP FM 106.1 in Newburyport and wnbp.com. Every Tuesday at 8:30 I am live with morning guy Win Damon and we are always talking about the relevant financial and tax topics … Continue reading

13 June 2013

Newburyport Entrepreneur CPA on the Street with Chris of NBPT Brewing Company

 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 … Continue reading

9 May 2013

The Internet Sales Tax

The Internet Sales Tax, otherwise known as “The Marketplace Fairness Act”, has passed the Senate and now moves on to the House.  There is a real chance this tax will be a law soon.  It has been debated on and … Continue reading

23 April 2013

What is Comprehensive Financial Planning?

I like to describe myself as a financial advisor who looks at the “whole” picture before making recommendations to my clients.  Too often I see families making decisions in a vacuum without looking at the complete picture of their financial … Continue reading

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