November 6, 2021 How to simplify your finances by Rob Bertman, CFA®, CFP® in Budgeting, Debt, Goals, Money Strategy, Retirement, Spending, Wealth building Read
September 24, 2021 Liquid Net Worth: Your key to staying out of debt by Rob Bertman, CFA®, CFP® in Debt, Wealth building Read
February 21, 2021 How to Build Wealth from Nothing by Rob Bertman, CFA®, CFP® in Budgeting, Savings Rate, Wealth building Read
October 29, 2020 How to live below your means: Focus on these 2 things by Rob Bertman, CFA®, CFP® in Budgeting, Most popular blog posts, Savings Rate, Spending, Wealth building Read
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 Read
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 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
