Category Archives: Financial Planning

29 January 2013

Top 4 Concerns for Seniors and Their Financial Plans

1) Will I outlive my money? This is the number one concern for seniors and more people are worried about this than actually passing away. As a result, seniors often look for investment options that are safe and produce earnings … Continue reading

23 October 2012

We ARE better off Financially NOW

I remember it well. It was October 2007, and the stock market was at a high point. By the time we had reached March of 2009 the market had lost 52.9% of its value. We were losing close to $750,000 … Continue reading

16 October 2012

Financial Webinar: Invest for Life: A Road Map for your Financial Future

EAGLEROCK FINANCIAL IS PLEASED TO INTRODUCE A SPECIAL PRESENTATION “Invest for Life: A road map for your financial future” Thursday October 18, 2012 at 1 p.m. As Lao Tzu said “A journey of a thousand miles begins with one step” … Continue reading

30 September 2012

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

27 September 2012

Financial Webinar: Five Tips for Surviving Market Volatility

STUART STEINBERG OF EAGLEROCK FINANCIAL IS PROUD TO INTRODUCE A SPECIAL PRESENTATION:   “Five Tips for Surviving Market Volatility Presentation” Thursday October 4, 2012 at 1 p.m.   There are many factors that contribute to market volatility including consumer confidence, … Continue reading

25 September 2012

Financial Webinar: Wealth Management Strategies

STUART STEINBERG OF EAGLEROCK FINANCIAL IS PROUD TO INTRODUCE A SPECIAL PRESENTATION: Wealth Management Strategies Presentation (Tracking #540179) Thursday September 27, 2012 Learn how to talk to your advisor about planning and savings, and potentially turn the money you have … Continue reading

25 September 2012

What the Health Care Law Means to You

The following commentary exresses the political view of the author and in no way represents the views of LPL Financial.  The assumptions made are based on the proposed 2013 budget and tax provisions, which have yet to be approved by … Continue reading

18 September 2012

4 Tips to remain Slow and Steady in your Investment Plan

For me it has always been slow and steady wins the race.  When it comes to financial planning that is.  What do I mean by that?  I mean over the years I have seen people make all sorts of mistakes … Continue reading

13 September 2012

Financial Webinar – Invest in your Child's Future

The Eaglerock Financial Literacy Webinar Series! STUART STEINBERG OF EAGLEROCK FINANCIAL IS PROUD TO INTRODUCE A SPECIAL PRESENTATION: Invest in Your Child’s Future Presentation  (Tracking #634953) Thursday September 20, 2012 at 1 p.m. Many Americans feel that sending their kids … Continue reading

2 June 2012

5 Important Tips for Retirement or Semi-Retirement

You’re thinking about retiring or about downshifting your work-life in exchange for more free time. Either way, it’s a major step and it’s something to look forward to. But like any major financial decision you make, it’s important to prepare. … Continue reading

< NEWER 5 of 8 OLDER >