September 10, 2020

Liquid Net Worth: Your key to staying out of debt

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

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September 2, 2020

Teaching Kids about Money in 5 Stages: Don’t skip to #5

by Rob Bertman, CFA®, CFP® in Spending, Teaching Kids about Money

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August 21, 2020

How to create a personal balance sheet – Learn the key info people leave out – Example included

by Rob Bertman, CFA®, CFP® in Debt, Most popular blog posts, Wealth building

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August 14, 2020

Creative Ways to Save Money

by Rob Bertman, CFA®, CFP® in Spending

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August 10, 2020

Short-term financial goals during COVID-19

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

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August 7, 2020

Lifestyle Creep: Don’t avoid it – Enjoy it AND save more money too

by Rob Bertman, CFA®, CFP® in Most popular blog posts, Savings Rate, Spending, Wealth building

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May 29, 2020

Get your family finances in order even if budgeting hasn’t worked.

Podcast Interview: Parents' Guide to Winning with Money

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

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January 23, 2020

What would it take to quit your job and start your own business?

Podcast Interview: Tackling Your Financial Plan So You Can Quit

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

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October 6, 2019

You Don’t Need a Family Budget

Take this first step instead

by Rob Bertman, CFA®, CFP® in Budgeting, Most popular blog posts, Spending

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May 8, 2018

5 Tips to Stop Arguing about Money

Have a happier, more secure relationship.

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

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