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Monthly Newsletter










EagleStone Tax & Wealth Newsletter – April 2021
Mar 26, 2021
The average age for claiming Social Security retirement benefits has been steadily rising.










EagleStone Tax & Wealth Newsletter – March 2021
Feb 24, 2021
If we’ve learned any lesson over the past year, it’s that no matter how carefully we plan and prepare, we’ll likely encounter unexpected hurdles.










EagleStone Tax & Wealth Newsletter – February 2021
Feb 1, 2021
In July 2020, half of U.S. adults were concerned that a major health event in their household could lead to bankruptcy, compared with 45% in early 2019…










EagleStone Tax & Wealth Newsletter – January 2021
Dec 30, 2020
As people move through different stages of life, there are new financial opportunities and potential pitfalls around every corner.










EagleStone Tax & Wealth Newsletter – December 2020
Dec 1, 2020
In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel stressed.










EagleStone Tax & Wealth Newsletter – November 2020
Nov 11, 2020
If there is one thing the COVID-19 stay-at-home orders demonstrated, it was the need to find joy in simple pleasures.










EagleStone Tax & Wealth Newsletter – October 2020
Oct 5, 2020
Contributions to a Roth IRA are made with after-tax dollars — you don’t receive a tax deduction for money you put into a Roth IRA.


EagleStone Tax & Wealth Newsletter – September 2020
Aug 27, 2020
Investing time periods are usually expressed in general terms. Long term is typically considered 15 years or longer; mid term is between five and 15 years; and short term is generally five or fewer years.










EagleStone Tax & Wealth Newsletter – August 2020
Jul 28, 2020
The health and economic crisis created by the coronavirus (COVID-19) pandemic will have a long-lasting impact on how we all will travel going forward.










EagleStone Tax & Wealth Newsletter – July 2020
Jul 3, 2020
A larger percentage of men age 16 and older (69.2%) are participating in the workforce than women (57.7%).
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