Are you constantly running on empty, juggling work, family, and endless household tasks? Then you may need to take advantage of an often-underutilized strategy for high-earning professionals: use your money…
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Everyone says “invest for the long term” and “stay the course”—but what does that actually mean? When the market drops 12% within a few weeks, is your 10-year timeline really…
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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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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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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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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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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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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? 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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