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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
Here’s our 4-step framework to help you hone in on a savings rate that’s right for you. Most people know the importance of “saving money.” And yet, countless things get…
Read More
Money touches every aspect of your life – and we all have different experiences and perspectives on personal finances. How do you manage conflicting opinions, desires, and values when it…
Read More
How kids change you can be delightfully surprising. But they’ll change your financial plan, too, in ways that might be challenging if you don’t know how to adjust. Here’s what…
Read More
You asked. Now Boston financial planner Eric Roberge, CFP® answers your questions on this episode of the Beyond Finances podcast. Thank you to our listeners who reached out to share…
Read More