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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.

Understanding Joint Accounts

Understanding Joint Accounts

Betterment joint accounts enable two people to share and progress toward investment goals together. We answer questions you have about our joint accounts.

If You&#8217;re Supporting Both Your Parents and Children, These Tax Benefits May Help

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

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.

Recent Articles

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.

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.

13 Smart Money Tips That Could Change Your Life

We did an office survey of our best money tips, and here's what Betterment insiders shared.

Why Couples Have Money Fights

You want to be a team when it comes to your money...but you're not. Here, a smart way to make some real progress.

As Seen on TV: Jon’s Financial Tips for Marriage Bliss

To kick off wedding season, CEO Jon Stein shared his advice for newlyweds and their finances on national television.

Good Money Habits Started With These Betterment Moms

Take a trip through the Betterment photo album and meet the special women who have contributed to our lives.

Money Lessons I Learned From My Mom

These five money lessons gave me the power to take of control my finances, instead of letting them control me. Thanks Mom!

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