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Family Finances

Whether you're a double-income couple or family of five, shared family finances has its benefits and challenges. Learn to work across separate accounts to build a holistic financial plan for your family, no matter how big or small it is.

What Is Life Insurance?

What Is Life Insurance?

What does life insurance do, who needs it, and why is it important?

How A Generation Gap Impacts Finance For Women

How A Generation Gap Impacts Finance For Women

Personal finance needs vary greatly across generations — but perhaps even more so for women.

How To Invest When You Have Family Members With Disabilities

How To Invest When You Have Family Members With Disabilities

Having family members with disabilities requires lifelong planning that might not be easily addressed by typical financial planning advice. Planning appropriately for their lives can ensure they are protected and secure.

Recent Articles

10 Financial To-Dos Before Your First Wedding Anniversary

Planning your financial life with your spouse can be very stressful. Here are ten considerations you should talk about before reaching your first anniversary.

How to Optimize Your 529 Contributions

We know that you want to help set up your loved ones for success. One way to invest in their education while saving on taxes is to contribute to a 529 education savings plan.

How I Managed My Financial Goals When I Got Married

There are many different ways to manage money as a couple. The key is to have open communication, sooner rather than later.

Understanding Joint Accounts

Betterment offers taxable joint accounts so that two people can save and progress toward investment goals together. We’ll answer some of the questions you have about our joint accounts.

If You’re Supporting Both Your Parents and Children, These Tax Benefits May Help

If you’re financially responsible for both your parents and children, follow these tips to help maximize your tax benefits.

Parents of Class of 2016 Graduates: 3 Financial Tips to Follow Now

Now that your child has graduated, consider building emergency savings, catching-up on retirement accounts, and refinancing student loans.

3 Ways Betterment Caters to Couples

Are you one half of a “Better Couple”? Discover the top three features that benefit couples who invest with Betterment.

3 Tips for Managing Money Effectively as a Cohabiting Couple

Unmarried couples living together likely have just as much joint financial responsibility as married couples. Here are three practical tips to help couples manage and invest money together, even if they’re not legally bound to do so.

How Married Couples Should Approach Co-Managing Wealth

Merging finances is about communication—and knowing how your spouse’s financial life affects you.

8 Things You Should Talk About When Retiring as a Couple

A retirement coach shares her tips on how to transition into your next phase of life—together.

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