October 2, 2021

What is Buy Now, Pay Later? The new popular way to get into debt.

by Rob Bertman, CFA®, CFP® in Debt

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September 24, 2021

Liquid Net Worth: Your key to staying out of debt

by Rob Bertman, CFA®, CFP® in Debt, Wealth building

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September 18, 2021

House Poor? How to get out of it and how to avoid it altogether

by Rob Bertman, CFA®, CFP® in Budgeting

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September 9, 2021

Why is budgeting important? 7 Financial and Psychological Benefits

by Rob Bertman, CFA®, CFP® in Budgeting, Goals

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September 3, 2021

Pay off Debt or Invest? Your 8-Step Guide

by Rob Bertman, CFA®, CFP® in Budgeting, Debt, Investing

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August 27, 2021

What to do with extra money – Step by Step Guide

by Rob Bertman, CFA®, CFP® in Budgeting

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August 21, 2021

How to Stop Spending Money WITHOUT a Strict Budget: 10 Tips & Tricks

by Rob Bertman, CFA®, CFP® in Budgeting, Spending

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August 14, 2021

Short Term Financial Goals: Top 10 Steps for Families

by Rob Bertman, CFA®, CFP® in Goals

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August 7, 2021

Money and Relationships: 5 Tips to Overcome Money Differences and Have a Happy Marriage

by Rob Bertman, CFA®, CFP® in Relationships & Money

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April 7, 2021

Three-Step Method to Finally Do Budgeting Right – Millennial Money Podcast

Podcast Interview: Why budgeting doesn't work for most people + the simple three-step method to create a budget that sticks.

by Rob Bertman, CFA®, CFP® in Budgeting, Goals

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