November 6, 2021 How to simplify your finances by Rob Bertman, CFA®, CFP® in Budgeting, Debt, Goals, Money Strategy, Retirement, Spending, Wealth building 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 2, 2016 Why Do I Need A “Life Happens” Account? by Rob Bertman, CFA®, CFP® in Goals, Money Strategy, Wealth building Read
