Bio Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser

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Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser

Founder, Beyond Your Hammock


E-mail: eric@beyondyourhammock.com
www.beyondyourhammock.com Facebook: www.facebook.com/beyondyourhammock
LinkedIn: www.linkedin.com/in/ericroberge

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.

Latest Features

Building Wealth
August 2019

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.

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Building Wealth
June 2019

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: Start planning as if Social Security is doomed.

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Building Wealth
May 2019

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 helping my kid out more than I can afford?

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Building Wealth
March 2019

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.

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Building Wealth
February 2019

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 your optimal saving rate.

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Building Wealth
December 2018

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.

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Building Wealth
November 2018

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 much happier.

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Building Wealth
September 2018

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 go.

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Building Wealth
August 2018

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 on hand and some ideas on what you may want to do with the rest.

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Building Wealth
June 2018

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 potential could be hindered if you’re tied down.

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Building Wealth
May 2018

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 could ruin your chance at real wealth. Here's what you should do instead.

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Building Wealth
April 2018

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 fact from fiction.

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Building Wealth
February 2018

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.

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Building Wealth
December 2017

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.

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