9 January 2019

TAX REFORM: 10 TIPS TO HELP YOU NAVIGATE THE CHANGES

Welcome all to the 2018 tax filing season!  What a crazy filing season it will be, as it is the first-time filing returns after Congress passed the largest reform to the tax code in over 30  years.  Of course, this … Continue reading →

General Tax
6 December 2018

2018 Year End Tax and Money Planning Tips

As the end of 2018 approaches, I can honestly say it has been the craziest year to be an advisor in a long time!  Saying “That’s a wrap” and closing the books on 2018 will be welcome to many advisors.  … Continue reading →

Tax Tips
26 October 2018

WANTED: Entrepreneurial Income Tax and Financial Planner Needed

Entrepreneurial Income Tax and Financial Planning Opportunity Erock Tax, Newburyport, MA Why you should consider a career as an income tax and money planner? As an Erock tax and financial planner for individuals, families, and small businesses, your work matters … Continue reading →

Current Events
13 June 2018

OPEN HOUSE at our New Tax Office Thursday June 21 4-7 PM

All of us at Erock Tax are excited for our Open House on Thursday June 21 from 4-7 PM.  We welcome you to stop in and say hello.  Bring a friend, stroll downtown, visit Plum Island, or just hang out … Continue reading →

Current Events
1 May 2018

What does Tax reform mean to YOU?

Let Stu at Erock Tax show you what tax reform means to your bottom line.  Now that the mad tax rush is over, we can focus on the key changes from tax reform that will have an impact directly on … Continue reading →

Current Events
12 February 2018

Getting ready for your Income Tax Preparer or CPA

Ugggh:  It is Tax Season again and that is sure to make people feel uneasy.  Let’s face it, no one likes to do their taxes, do they?  There are so many reasons to dislike this dreaded yearly project:  Tax preparation … Continue reading →

General Tax
11 February 2018

5 Ways to Help Pre-Retirees Balance Goals

When it comes to retirement, my advice is to plan years in advance for this very day, and concern yourself with issues beyond how much money you have.  It is important is to realize that most people don’t fully retire … Continue reading →

General Tax
18 January 2018

The Economics of Snow Storms

The snow is falling in the Northeast and other parts of the country are seeing snow for the first time in a long time and in some cases ever!  Snowstorms can often have a very significant impact on the economy … Continue reading →

Current Events
6 December 2017

Stu talks about 8 Basic Money Lessons Everyone Should Know

The news is in, and it’s scary: Americans are falling behind the rest of the world when it comes to financial literacy. A recent study of 29,000 teens across 18 industrialized countries found that financial literacy rates in the United … Continue reading →

Current Events
20 November 2017

Stu talks about the Income Tax implications of drawing from an IRA

Do you have questions about withdrawing from your IRA? We like to describe the potential growth in an IRA as a bell curve, hopefully growing up over the years, and then slowly being drained over the rest of your life … Continue reading →

General Tax
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