June 21, 2016 Tracking Your Spending Is ABSOLUTELY CRITICAL! Here’s why and how to do it EASILY. by Rob Bertman, CFA, CFP® in Money Strategy, Spending Read
May 17, 2016 Answer These 4 Questions Before Taking Financial Advice by Rob Bertman, CFA, CFP® in Insurance, Investing, Money Strategy, Wealth building Read
May 10, 2016 Roth IRA or Traditional IRA? by Rob Bertman, CFA, CFP® in Goals, Retirement, Wealth building Read
May 2, 2016 Why Do I Need A Life Happens Account? by Rob Bertman, CFA, CFP® in Goals, Money Strategy, Wealth building Read
April 19, 2016 Should I Contribute to My Retirement Plan? That's "Should I?" not "How much should I?" by Rob Bertman, CFA, CFP® in Goals, Retirement Read
March 28, 2016 Looking to buy your first home? Ask yourself 5 key questions first. by Rob Bertman, CFA, CFP® in Home buying Read
March 12, 2016 Stressed about filing your taxes? Get it done smoothly with these best practices and checklist. by Rob Bertman, CFA, CFP® in Tax Read
