1100 13th Street, NW, Suite 1000Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2020The Kiplinger Washington Editors
See All Authors »
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.
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 Omaha had to say.
See More From: Building Wealth
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 investors should use as a measuring stick instead.
Here's the minimum we recommend putting aside to meet your (possibly early) retirement goals. Of course, if you're especially ambitious, it never hurts to aim even higher.
Want to retire early? Learn the difference between being frugal and being cheap? Get over embarrassing money matters, and apply practical money rules to your own life? I've got some off-the-beaten path podcasts for you.
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, what you should NOT do.
Misunderstandings about a few stock market basics and what diversification truly means can lead you to some very expensive mistakes.
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: Start planning as if Social Security is doomed.
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 helping my kid out more than I can afford?
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.
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.
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.
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 much happier.
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 go.
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 on hand and some ideas on what you may want to do with the rest.
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 potential could be hindered if you’re tied down.
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 could ruin your chance at real wealth. Here's what you should do instead.
Surprise! Some of the money "facts" people have counted on for years when making important financial decisions are really just myths. Time to separate fact from fiction.