Blog - Eaglerock Wealth Management

Since their inception in 1996, 529 plans have long been regarded as a valuable college savings vehicle,...

NEWBURYPORT, MA – Stu Steinberg, CFP, CPA, MBA, owner and CEO of Eaglerock Wealth Management, a local...

Physicians have a lot going on financially. Between a truncated career as a result of lengthy education,...

The option of portability when planning your estate could make a substantial difference come tax time, especially...

Putting together a well-thought-out estate plan is a necessary step to protecting the ones closest to you...

If you work in a traditional job, managing your finances and taxes can be relatively easy. You...

With lifetime gift and estate tax exemptions at an all-time high, not as many taxpayers will be...

With over 70 million baby boomers in the United States, how many are celebrating their 65th birthday...

While the year started out with some uncertainty about potential tax law changes, very few of the...

It’s the time of year when we’re immersing ourselves in fall sports, thinking about the holiday season,...

This year has been a rollercoaster ride for investors. The market hit an all-time high on January...

News > For the 10th Year in a Row, Eaglerock Financials’ Stu Steinberg, CFP, CPA, MBA Receives...

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