Category Archives: Holistic Financial Services

20 October 2014

Getting Your Financial Life On Track after Divorce

We have all heard the saying “Half of all marriages end in divorce.” While that is statistically up for question, the percentage of divorces ebbs and flows over the years. Getting a divorce can be, not only, emotionally devastating but … Continue reading →

Financial Planning
13 October 2014

5 Ways to Remain Cool, Calm, and Collected With Your Finances

Feeling stressed due to a volatile market? Don’t let the ups and downs get you down. Instead of reacting to every bump in the road, remember to focus on your long-term financial goals — everything else is just noise along … Continue reading →

Financial Planning
23 July 2014

What in the Heck is Bitcoin?

Bitcoin? What in the heck is a bitcoin? This new form of currency has been in the headlines lately, mostly due to stories about its popularity amongst the online underworld, as well as for its volatile value. But the bitcoin may be poised … Continue reading →

Financial Planning
18 March 2014

6 Myths About Money and Investing

I wish I had a dime for every time someone called me with a hot tip or a new investment idea.  Boy I certainly would    be a rich man.  I am glad I did not take all that advice for … Continue reading →

Debt Planning
1 March 2014

CPA on the Street Stu Steinberg with Mortgage Banker Bob Pezzella

I’m Stu Steinberg and this is…”CPA on the Street.” Not only is the city of Newburyport headquarters for my businesses, Eaglerock Financial and Erock Tax, it is also the home to a massive amount of talented entrepreneurs with successful businesses. … Continue reading →

Holistic Financial Services
21 February 2014

5 Tips for Parents – Talking to Adult Children about Family Finances

Though it may be hard to imagine a time when your children are charged with taking care of you, instead of vice versa, this situation is growing more common — and as the Baby Boomer generation ages, the numbers of … Continue reading →

Elder Planning
7 February 2014

10 Key Tips for Pre-Retirees

Ah, retirement. Whether you dream of living on the fairway, traveling the country in an RV, or simply enjoying a relaxed lifestyle free from the worries of the daily grind, the goal of a peaceful, comfortable retirement is what we … Continue reading →

Financial Planning
8 January 2014

5 Key Retirement Strategies for Women

When it comes to retirement planning, women face a double whammy: Not only do they tend to live longer than men – by an average of three years – they also tend to have a lower median income. According to … Continue reading →

Financial Planning
28 October 2013

4 Reasons to Use Wealth Vision Software for Your Financial Planning Needs

Many of the individuals I work with are between the ages of 40-55. These people are often known as the Sandwich Generation, as they are often caring for aging parents while also raising small children. They are often fairly well … Continue reading →

Financial Planning
23 October 2013

Social Media Intern Wanted!

Job Opportunity: Eaglerock Financial is looking for a sharp, motivated intern to help us with our inbound and overall marketing efforts. Inbound is a term coined by Hub Spot’s Brian Halligan in 2005.  It refers to the marketing efforts of … Continue reading →

Holistic Financial Services
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