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.
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.
7 Financial Planning Tips for Single Parents
Smart money management can take on more urgency for those without a partner.
Don’t Wait to Have This Conversation with Your Parents
Help your parents consolidate—and automate—their accounts in order to save time and money.
How to Talk About Money With Friends and Family
Healthy habits are contagious, studies show, especially when people "catch" them from their friends. Could the same be true of money?