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Managing Your Money

Budgeting is like dieting—shaping your financial life around restriction. It's narrow, day-to-day, micro. Money management is like a healthy lifestyle—shaping your life around a holistic look at your finances and goals.

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On Guns and Investing: Our Response

The Betterment SRI portfolio represents a reduction in exposure to weapons manufacturers compared to conventional portfolios, but it isn’t perfect. There’s a good reason for that.

Recent articles

A Step-By-Step Guide to 401(k) Plan Compliance Testing

Betterment for Business is your partner throughout your 401(k) plan’s compliance testing.

The True Cost of a 401(k) Employer Match

Many companies are hesitant to offer a 401(k) match. Find out the truth behind matching employees’ 401(k) contributions.

Socially Responsible Investing for Betterment for Business

Betterment for Business is built to deliver better retirement outcomes for 401(k) participants, which is why we decided to develop an SRI portfolio.

Flexible Portfolios: Enabling Participant Choice in the Betterment 401(k)

In response to client feedback, we developed a feature for adjusting any 401(k)’s portfolio called Flexible Portfolios.

Maximize Your 401(k): A Survey for Employers

We asked Betterment for Business plan participants what they thought about employers offering a 401(k). Find out if it's still earning its place in the HR recruitment arsenal.

Income Portfolios from BlackRock

Betterment for Business provides improved personalization for participants’ retirement plans. Find out why this additional portfolio might help your plan's participants.

The Tax-Coordinated Portfolio™ for Betterment for Business

Betterment’s Tax-Coordinated Portfolio service is our very own, fully automated version of an investment strategy known as asset location, the latest advancement in tax-smart investing.

Are You New To Investing? Start Here

Investing can be easier and less expensive than you think. We’ll show you the ropes so that you can start making the most of your money today.

Consider This Your Financial Roadmap

Separating your money into the categories of now, soon, and later can help you see a full picture of your financial roadmap.

FDIC vs SIPC—What’s the difference?

FDIC. SIPC. NCUA. There’s a good chance you’ve heard of most of these acronyms at some point while dealing with your finances. But what exactly does each mean when it comes to your money?

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