Eric Roberge CFP®

Eric Roberge CFP®

Financial advisor helping Boston area professionals use money as a tool to enjoy life now while also planning responsibly for the future

View articles by Eric Roberge CFP®

The Most Underutilized Wealth-Building Tool: What It Is, Who Needs It, and How to Use It

The Most Underutilized Wealth-Building Tool:…

December 9, 2024

6 likes

3 questions to ask to help you decide if you should rent or buy

3 questions to ask to help you decide if you…

November 25, 2024

1 like

Five Financial Tips to Help You Plan for the Unexpected

Five Financial Tips to Help You Plan for the…

November 4, 2024

1 like

What to Do (and Avoid) with Your Money Ahead of the Election

What to Do (and Avoid) with Your Money Ahead…

October 28, 2024

4 likes

How to Develop a More Dynamic, Futureproof Financial Plan

How to Develop a More Dynamic, Futureproof…

October 21, 2024

3 likes2 comments

3 Ways To Manage Your Money Like A Millionaire

3 Ways To Manage Your Money Like A…

October 14, 2024

2 likes

The 5-Piece Framework You Need to Better Manage Your Personal Finances

The 5-Piece Framework You Need to Better…

September 23, 2024

4 likes2 comments

This 1 Simple Strategy Can Help You Grow Wealth, Without The Risk

This 1 Simple Strategy Can Help You Grow…

September 16, 2024

3 likes

You Should Use a 529 Plan - But It's Not the Only Place You Need to Save for College

You Should Use a 529 Plan - But It's Not the…

August 27, 2024

9 likes2 comments

The Hidden Force That Can Transform Your Financial Planning Results

The Hidden Force That Can Transform Your…

August 19, 2024

4 likes

5 Financial Mistakes That Can Keep You from Retiring Early

5 Financial Mistakes That Can Keep You from…

August 12, 2024

3 likes

Pet Insurance Premiums Going Up? Some Options to Save

Pet Insurance Premiums Going Up? Some…

July 29, 2024

2 likes1 comment

Three Rules for When You Want to Make a Risky Investment

Three Rules for When You Want to Make a…

July 23, 2024

Spreadsheets Can’t Help You With Your Money (You Need This Instead)

Spreadsheets Can’t Help You With Your Money…

June 24, 2024

To Find Financial Success, Stop Trying To "Spend Less"

To Find Financial Success, Stop Trying To…

May 28, 2024

5 likes

The Money Rules I Keep - and Break - as a Financial Advisor

The Money Rules I Keep - and Break - as a…

May 20, 2024

6 likes1 comment

What I'm Telling My Clients Who Want to Buy a House This Spring

What I'm Telling My Clients Who Want to Buy…

March 11, 2024

10 likes4 comments

5 Ways to Get Better at Spending Money

5 Ways to Get Better at Spending Money

February 20, 2024

7 likes1 comment

Investing in Real Estate? Think About These 3 Factors First

Investing in Real Estate? Think About These…

February 5, 2024

8 likes6 comments

New Rules Make 529 Plans Helpful Tools for Building Generational Wealth

New Rules Make 529 Plans Helpful Tools for…

November 13, 2023

2 likes

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