Eaglerock Services
How do you manage to take control of your finances while also managing the bustle of life? When you prepare to hand down your family business, inherit money, leave a job unexpectedly, or start caring for aging parents, how do you know the next best move to protect yourself and those around you?
The answer: you might not. That’s why we’re here to help.
Financial
Advisor
Since 1998
Recognized as
a Five Star
Wealth Manager1 2023
INDUSTRY INSIGHTS.
To Port or Not to Port: Is Filing for Portability Right for You?
The option of portability when planning your estate could make a substantial difference come tax time, especially...
The Difference Between a Will and a Trust: Do You Need Both?
Putting together a well-thought-out estate plan is a necessary step to protecting the ones closest to you...
5 Self-Employment Financial Mistakes
If you work in a traditional job, managing your finances and taxes can be relatively easy. You...
New Changes in 529 Plans Bring Greater Value for Families
Since their inception in 1996, 529 plans have long been regarded as a valuable college savings vehicle,...
Stu Steinberg Receives Boston’s 2024 FIVE STAR Wealth Manager Award
NEWBURYPORT, MA – Stu Steinberg, CFP, CPA, MBA, owner and CEO of Eaglerock Wealth Management, a local...
A Financial Health Prescription for Physicians
Physicians have a lot going on financially. Between a truncated career as a result of lengthy education,...
To Port or Not to Port: Is Filing for Portability Right for You?
The option of portability when planning your estate could make a substantial difference come tax time, especially...
The Difference Between a Will and a Trust: Do You Need Both?
Putting together a well-thought-out estate plan is a necessary step to protecting the ones closest to you...
5 Self-Employment Financial Mistakes
If you work in a traditional job, managing your finances and taxes can be relatively easy. You...
New Changes in 529 Plans Bring Greater Value for Families
Since their inception in 1996, 529 plans have long been regarded as a valuable college savings vehicle,...
Stu Steinberg Receives Boston’s 2024 FIVE STAR Wealth Manager Award
NEWBURYPORT, MA – Stu Steinberg, CFP, CPA, MBA, owner and CEO of Eaglerock Wealth Management, a local...
A Financial Health Prescription for Physicians
Physicians have a lot going on financially. Between a truncated career as a result of lengthy education,...