Eric Roberge – Medium

Eric Roberge

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

If mortgage rates do drop, it may only be harder (and more expensive) to buy a home due to intense competition for still-limited inventory.

5 min readMar 11, 2024

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

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Eric Roberge

5 Ways to Get Better at Spending Money

Spending money isn’t inherently a bad thing. It’s HOW you spend that really matters.

11 min readFeb 20, 2024

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5 Ways to Get Better at Spending Money

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Eric Roberge

Investing in Real Estate? Think About These 3 Factors First

Here’s the response I give to my clients when they ask about buying investment property.

4 min readFeb 5, 2024

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Investing in Real Estate? Think About These 3 Factors First

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Eric Roberge

How A 529 Plan Can Help Create Generational Wealth

New rules mean 529 plans can act as tools to help multiple members of your family grow wealth. Here’s why you might want to open one ASAP.

6 min readNov 13, 2023

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How A 529 Plan Can Help Create Generational Wealth

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Eric Roberge

Use These 5 Building Blocks to Create a Sound Investment Strategy

From a professional wealth manager, here’s what you need to consider when building out your own investment management strategy.

9 min readNov 6, 2023

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Use These 5 Building Blocks to Create a Sound Investment Strategy

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Eric Roberge

Money Buys Happiness — and 5 Other Unconventional Financial Truths

You need to understand these surprising aspects of how money really works if you want to build wealth and increase your net worth.

8 min readOct 23, 2023

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Money Buys Happiness — and 5 Other Unconventional Financial Truths

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Eric Roberge

Is Passive Income a Myth? No, and Yes — a Financial Planner Explains

Buying into the myth of easily-accessible, anyone-can-have-it passive income can distract you from doing what you should focus on instead.

5 min readSep 25, 2023

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Is Passive Income a Myth? No, and Yes — a Financial Planner Explains

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Eric Roberge

Use This Hack to Pay Down Debt While Your Employer Saves for Your Retirement

Here’s how you can get your company to contribute to your 401(k), even if you’re not because you’re putting money toward student loans.

5 min readSep 18, 2023

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Use This Hack to Pay Down Debt While Your Employer Saves for Your Retirement

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Eric Roberge

4 Ways to Build Wealth That Lasts Throughout Your Life

Here’s our process for creating financial plans that work, including investment strategy and why frugality is a poor way to build wealth.

4 min readSep 11, 2023

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4 Ways to Build Wealth That Lasts Throughout Your Life

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Eric Roberge

How Kids Change You — and Your Financial Plan

Having kids is a transformative process— for you and your money. A financial planner shares the details of his personal experience.

3 min readAug 28, 2023

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How Kids Change You — and Your Financial Plan

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Eric Roberge

Eric Roberge

#FinancialPlanner helping 30 & 40-somethings build #wealth & think differently about #money • Top #FinancialAdvisor in #Boston • www.BeyondYourHammock.com

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