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 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…
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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…
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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…
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