EagleStone Joins Forces with Polan & Hollis, LLC, and Benz Guardia Associates, PC--Welcome All New Clients and Team Members

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Tips for Safe Online Shopping

Tips for Safe Online Shopping

According to the National Retail Federation, online sales accounted for over $1 trillion of total U.S. retail sales in 2021.1 Online shopping is especially popular during the holiday season, enabling you to avoid the crowds and conveniently purchase gifts using your...
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Three Stretch IRA Alternatives

Three Stretch IRA Alternatives

The passage of the SECURE Act in 2019 effectively eliminated the stretch IRA, an estate planning strategy that allowed an inherited IRA to continue growing tax deferred, potentially for decades. Most nonspouse beneficiaries, including children and grandchildren, can...
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When Should Young Adults Start Investing for Retirement?

When Should Young Adults Start Investing for Retirement?

As young adults embark on their first real job, get married, or start a family, retirement might be the last thing on their minds. Even so, they might want to make it a financial priority. In preparing for retirement, the best time to start investing is now — for two...
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What’s Causing the Consumer Blues?

What’s Causing the Consumer Blues?

Each month, researchers at the University of Michigan interview hundreds of consumers about their opinions on current economic conditions, as well as their personal finances, buying intentions, and expectations for the future. Survey results are captured in the Index...
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Is It Time to Buy an Electric Vehicle?

Is It Time to Buy an Electric Vehicle?

Record-breaking fuel prices may have you thinking about buying an electric vehicle sooner rather than later. All electric vehicles (EVs) or plug-in electric vehicles (PEVs), as they’re also called, run on electric energy stored in a rechargeable battery rather...
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Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

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