Should You Buy a Car Now?
Thinking about buying a car? “Should I buy a car now, or wait?” has been an extremely popular question among our financial planning clients this year. So today, we’re discussing…
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6 Guideposts to Increase Your Net Worth
Think investment returns are the key to building wealth? Think again! In this episode, Eric and Kali share six powerful guideposts that, if followed, can generate the power you need…
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Financial Risk Worth Taking (and Risks You Should Avoid)
Is all financial risk bad? How can you tell how much risk you should take, or know when you’re not taking ENOUGH risk to earn the return you need? What’s…
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Want Money for Life? Start Here
Looking for Beyond Finances? You’re in the right place! Beyond Finances is now Money For Life, hosted by Eric Roberge, CFP and Kali Roberge. We’re back and focused on sharing…
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How to Build Wealth: A Practical Guide with 4...
Here’s what most people get wrong about building wealth: they think it requires luck, special connections, or secret knowledge only the already-rich possess. The truth? Wealth-building is a skill you…
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Don’t Ask If the 60/40 Portfolio Is Dead. There’s...
Every few years, financial media serves up the same clickbait headline: “The 60/40 portfolio is dead!” As the founder of BYH, I’ve been watching this cycle since I entered the…
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What is a Beneficiary? A Starter Guide to Smarter...
What Is a Beneficiary? Your Essential Guide When you opened your first retirement account, you probably didn’t lose sleep over understanding what is a beneficiary, or who you should name…
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Boston Financial Advisor for Buying a Home: How to...
Looking to buy a new home? Before you start browsing Zillow, take in some tips from a financial advisor for buying a home. Most people never bother to calculate the…
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How to Be Financially Successful: 3 Things Wealthy People...
Key Takeaways to Help You Be Financially Successful Financial success requires practical, tangible steps – but your mindset matters, too. Being proactive and looking for opportunities to better your positioning…
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