Category Archives: Retirement Planning

29 April 2014

8 Financial Tips to Protect Yourself when Leaving a Relationship

Though no one likes to imagine that their relationship won’t last, statistics indicate that 36 percent of all marriages end in divorce. While the dissolution of a marriage or the end of a cohabitating relationship is never pleasant emotionally, the … 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
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
22 October 2013

Inherited IRAs

Hopefully my clients will be well prepared when an unfortunate but inevitable death occurs within a family.  When dealing with inherited IRA’s, there are distribution and tax implications.  If one makes a mistake in this area of finance, this could … Continue reading →

Financial Planning
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 →

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 →

Elder Planning
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 →

College Planning
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 →

Financial Planning
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 →

Financial Planning
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