I'm a financial planner, and I see people make 3 money mistakes all the time — but they're easy to fix
Most of the financial mistakes people make come down to a lack of foresight. Thankfully, it's easy to learn what to watch out for.
Eric Roberge
A financial planner explains why your home isn't an investment — and shouldn't be
Single-family homes that you own and live in yourself, he says, and that produce no rental income, are more like utilities than investments.
4 things a financial planner tells clients who want to buy a home right now but can't afford it
A financial planner says it's worth remembering that interest rates are at a record high right now, so renting may be smarter than buying.
I'm a financial planner — when my client asked if they should drop their pet insurance, I had 3 options
My client's pet insurance was $25 when they adopted a puppy — a decade later, insuring their 10-year-old dog was $125 a month.
I'm a financial planner with rich clients, but more money isn't always fulfilling — the unhappily rich make 4 mistakes
If you feel like you don't have any control over your work-life balance, you still might not be happy even if you're earning a lot of money.
I'm a financial planner, and there are 3 things I tell every client who wants to retire early
Saving just enough to live on $30,000 a year for the next 50 or 60 years is not a smart strategy for a comfortable retirement, writes Eric Roberge.
A financial planner shares 3 questions to figure out if you're ready to buy a home, no matter how much interest rates fall
Buying a home is expensive, even if mortgage rates go down. Just because it's seen as a goal to strive for doesn't mean it needs to be your goal.
Where a financial planner tells clients to keep cash they won't need for 10 years
If you know you won't need to use the money for at least 10 years, then it's time to consider investing this cash.
With the presidential election just weeks away, a financial planner shares his best advice for your money
A financial planner explains what to expect for your investments in the short term and what to prioritize for the long term.
As a financial planner, I always say you don't have to buy real estate to build wealth — a better strategy is much easier
Real estate can boost your balance sheet and play a part in growing your wealth, but you don't have to buy property to get rich, writes Eric Roberge.
As a financial planner, I give my clients 4 tips to make their money last a lifetime
I work with clients who want to make sure their money lasts for their lifetime, but I also remind them to benefit from their money now.
I'm a financial planner, and I have a 529 plan for my child, but I intentionally don't max out my contributions
A 529 is a great way to get a tax advantage on your college savings — but as a financial planner, I only put a small amount in each month.
3 realistic passive income ideas from a financial planner to help you build wealth
If earning passive income were easy, we'd all be doing it, but patience and long-term planning can work with the right approach.
I'm a financial planner, and I see people make 5 big mistakes when planning an early retirement
Early retirement is a dream for many people, but if you want to pursue that dream, you need to have a plan for your savings and investments.
I'm a financial planner, and there are 5 pieces of money advice no one ever wants to hear from me
Eric Roberge's clients never want to hear that they should save more than they need to, buy less house, and leave their investments alone.
I give my financial planning clients 3 money rules — but I break 2 of them all the time
As a financial planner, I try to follow all the rules I give my clients, but there are 2 where I'm a little more flexible with my own money.
I'm a financial planner with 5 tips for anyone buying a home this year
It may be tempting to try to time the market when buying a home, but it's more important to look at your own financial situation.
I'm a financial planner, and there are 5 pieces of money advice no one ever wants to hear from me
Eric Roberge's clients never want to hear that they should save more than they need to, buy less house, and leave their investments alone.
A financial planner explains exactly how much you need to save every year to be comfortable
Financial planner Eric Roberge says you need to identify your goals before you can decide how much you need to save each year.
I'm a financial planner, and my clients ask about real estate investing all the time. I give them 3 pieces of advice.
Often, people looking to invest in real estate are looking for easy passive income. The truth is, there's nothing passive about real estate.