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.
The One Thing You’re Overlooking In The FIRE Movement
The Financial Independence Retire Early movement offers tools and tricks for helping people retire early. Here’s how saving as a married couple could help you get there faster.
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
Personal finance needs vary greatly across generations — but perhaps even more so for women.
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.
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 joint investment 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 investment accounts.
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.