EAGLEROCK FINANCIAL IS PLEASED TO INTRODUCE A SPECIAL PRESENTATION “IT’S ALWAYS SOMETHING – FROM CRISIS TO CONFIDENCE” (Tracking #681605) You can always find reasons NOT to invest. However there is always something happening, some trends for the future that you may … Continue reading
Category Archives: Holistic Financial Services
EAGLEROCK FINANCIAL IS PLEASED TO INTRODUCE A SPECIAL PRESENTATION “YES, YOU CAN RAISE FINANCIALLY AWARE KIDS” “It is important that your children learn what they can do with money early in life so they will apply the lessons learned at … Continue reading
27 May 2012
5 Tips for Choosing a Financial Advisor
Here are 5 top tips for choosing the right person to help you manage your financial life: 1) Ask Questions. When you’re looking for a financial advisor, you want to know how they do their business. Your questions will help start … Continue reading
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
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
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
9 March 2012
Where should I invest My Money?
You’d think there’d be an easy answer to that question. I’ve heard it so many times. But it’s always a challenge. And that’s exactly how it should be. For one thing, this one question triggers so many others. What does … Continue reading
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