Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser
Founder, Beyond Your Hammock
Eric Roberge is a Certified Financial Planner™ and the founder of Beyond Your Hammock, a virtual financial planning company that helps professionals in their 30s and 40s do more with their money.
Roberge helps his clients think like entrepreneurs and use their money as a tool to live life on purpose. His successful transition from a corporate career working for State Street Bank and JPMorgan Chase to business owner at the age of 33 drives him to help others take advantage of their cash flow, live for today and plan responsibly for tomorrow.
In 2017, Beyond Your Hammock was named one of the best financial planning firms in Boston by Expertise.com and one of the 100 most influential advisers of 2017 by Investopedia. In 2016, Investment News named Eric to their exclusive 40 Under 40 list, Wealth Management Magazine called him one of the top 10 CFPs under 36, and Financial Advisor Magazine said he was one of the top 10 Young Advisors to Watch.
E-mail: eric@beyondyourhammock.com
www.beyondyourhammock.com Facebook: www.facebook.com/beyondyourhammock
LinkedIn: www.linkedin.com/in/ericroberge
You're Asking the Wrong Financial Questions: Here's How to Fix That
retirement planning
You're Asking the Wrong Financial Questions: Here's How to Fix That
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 questi…
April 1, 2021
Oops! A Surprising Factor Retirees Forget to Plan for
happy retirement
Oops! A Surprising Factor Retirees Forget to Plan for
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 i…
November 13, 2020
The 5 Times When You Should Review Your Financial Plan
retirement
The 5 Times When You Should Review Your Financial Plan
Your life isn’t set in stone, and your financial plan shouldn’t be either. When’s the last time you tweaked yours?
August 24, 2020
The Risk You Face If You Receive Equity Compensation
options
The Risk You Face If You Receive Equity Compensation
Anyone who receives non-cash pay like stock options or restricted stock needs to understand, and heed, a major danger to their investment portfolio an…
June 29, 2020
5 Ways to Better Optimize Your Finances
Making Your Money Last
5 Ways to Better Optimize Your Finances
Small changes can help you do the best possible with what you have. Here are some tweaks to consider making to your financial life.
May 13, 2020
Warren Buffett's Famous Saying Bears Repeating Now
investing
Warren Buffett's Famous Saying Bears Repeating Now
If everyone around you is in a panic, it's not easy to stay calm. But before you make any moves with your stock portfolio, remember what the Oracle of…
March 18, 2020
What Benchmark Should You Use to Measure Investment Success?
investing
What Benchmark Should You Use to Measure Investment Success?
Comparing apples to oranges is just bananas. Unfortunately, that's what investors do all the time, and it can be a risky prospect. Here's what investo…
February 6, 2020
How Much You Need to Save Annually to Build Your Own Wealth (and Where to Stash That Cash)
retirement
How Much You Need to Save Annually to Build Your Own Wealth (and Where to Stash That Cash)
Here's the minimum we recommend putting aside to meet your (possibly early) retirement goals. Of course, if you're especially ambitious, it never hurt…
December 3, 2019
The 5 Best Money and Retirement Podcasts You Haven't Heard of Yet
retirement
The 5 Best Money and Retirement Podcasts You Haven't Heard of Yet
Want to retire early? Learn the difference between being frugal and being cheap? Get over embarrassing money matters, and apply practical money rules …
November 4, 2019
Is This the Next Recession? What to Know (and Do) About It
insurance
Is This the Next Recession? What to Know (and Do) About It
If worries about whether a bear market is around the corner are keeping you up at night, here's what you should do right now ... and more importantly,…
October 4, 2019
3 Big Misconceptions About the Market That Could Hurt You as an Investor
investing
3 Big Misconceptions About the Market That Could Hurt You as an Investor
Misunderstandings about a few stock market basics and what diversification truly means can lead you to some very expensive mistakes.
August 1, 2019
As a 30- or 40-Something, Can You Count on Social Security?
retirement
As a 30- or 40-Something, Can You Count on Social Security?
In all likelihood, some kind of program will probably still exist when you retire. But, if you're worried, there’s something you can do right now: Sta…
June 20, 2019
Saving for College: Are 529 Plans Worth It?
529 Plans
Saving for College: Are 529 Plans Worth It?
That's just one question to ask. But there are some other, more pressing, questions to ask first, including am I making a huge retirement mistake by h…
May 28, 2019
Who Can DIY Their Taxes – and Who Should Use a Pro
taxes
Who Can DIY Their Taxes – and Who Should Use a Pro
For a lot of people, even money-savvy financial planners, it makes perfect sense to outsource this task ... and not just because it's aggravating.
March 20, 2019
How to Find the Perfect Balance Between Spending and Saving
retirement
How to Find the Perfect Balance Between Spending and Saving
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 y…
February 15, 2019
How to Save $1 Million in Less Than 40 Years with a Roth
IRAs
How to Save $1 Million in Less Than 40 Years with a Roth
The annual limits for contributions for Roth IRAs aren't that big, so how can you turn them into such a large sum? Here's how.
December 31, 2018
The Secret to Squeezing More Happiness from Every Dollar You Spend
spending
The Secret to Squeezing More Happiness from Every Dollar You Spend
Before you go out and buy a snazzy new car or a 52-inch TV, read this. Research shows there may be something else to splurge on that'll make you so mu…
November 13, 2018
With the Market at Its Peak, Should You Wait to Invest?
investing
With the Market at Its Peak, Should You Wait to Invest?
No one wants to buy high, right? But how long do you wait for the "low" to land? Here's a hint: You don't. Sitting on the sidelines isn't the way to g…
September 19, 2018
Could Your Cash Savings Hurt You?
savings
Could Your Cash Savings Hurt You?
For Millennials and Gen-Xers, having too much in cash may be a good problem ... but it’s a problem nevertheless. Here’s why, how much you should have …
August 16, 2018
Buying a Home Could be a Bad Career Move
real estate
Buying a Home Could be a Bad Career Move
American dream or ball and chain? We’ve heard so many times that homes are the ultimate investment, but your job advancement and long-term salary pote…
June 13, 2018
The Impact of Lifestyle Creep on Your Wealth
spending
The Impact of Lifestyle Creep on Your Wealth
You're doing well, and as you move up in the world you treat yourself along the way. But while it's important to enjoy life, getting carried away coul…
May 10, 2018
3 Common Money Myths You Probably Believe
investing
3 Common Money Myths You Probably Believe
Surprise! Some of the money "facts" people have counted on for years when making important financial decisions are really just myths. Time to separate…
April 3, 2018
How to Be Rich (Hint: A 401(k) Alone Won't Get You There)
retirement
How to Be Rich (Hint: A 401(k) Alone Won't Get You There)
Of course, saving is one of the keys to wealth, but if you're just pumping all you’ve got into a 401(k), you're missing the boat.
February 15, 2018
The Wealthy's Best-Kept Secret to Financial Success
retirement
The Wealthy's Best-Kept Secret to Financial Success
The marathon-long path to wealth isn't a glamorous one, and your success hinges on one simple word.
December 13, 2017