Latest articles by Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser
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5 Steps to a Stronger Financial Plan
It’s impossible to be right all the time, but a strong plan and constantly assessing where you are can help you pivot when bad things inevitably happen.
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4 Money Mistakes to Let Your Kids Make (for Their Own Good!)
When it comes to finances, don’t be a helicopter parent. Sometimes the best way to learn about money is to make a mistake.
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The Myth of Passive Real Estate Investing
real estate investing Owning income-producing rental property may sound like an easy way to earn returns to many investors, but the reality can be very different from the dream.
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How to Find the Perfect Balance Between Spending and Saving
retirement It's the key to being able to enjoy life now AND in the future. It's also the basis for a successful retirement plan, and it all starts with setting your optimal saving rate.
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Do You Need a Financial Planner? 5 Points for and Against Hiring One
Financial Advisers Some folks just don’t need a financial professional, or may not be in a place to get the most value possible from the relationship. However, others can’t afford to go without one. Which are you?
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You're Asking the Wrong Financial Questions: Here's How to Fix That
retirement planning Three of the most common personal finance questions financial advisers get all the time are not the right ones to ask. Here’s how to take those questions and reframe them to get the answers you need to build your wealth.
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Oops! A Surprising Factor Retirees Forget to Plan for
happy retirement Your retirement plan probably has a gaping hole in it, one you may fail to spot even though it’s an obvious fact of life that impacts everyone. This issue can cause big problems, but luckily, it’s also fixable.
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The 5 Times When You Should Review Your Financial Plan
retirement Your life isn’t set in stone, and your financial plan shouldn’t be either. When’s the last time you tweaked yours?
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The Risk You Face If You Receive Equity Compensation
options Anyone who receives non-cash pay like stock options or restricted stock needs to understand, and heed, a major danger to their investment portfolio and their retirement security: concentration risk.
