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Financial Planning

General financial planning for retirement savings

Lifestyle Creep: The Biggest Threat to Financial Planning

Lifestyle Creep: The Biggest Threat to Financial Planning

Lifestyle creep can severely impact financial planning by spending more income over time than we plan on saving.

How I Managed My Financial Goals When I Got Married

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.

Recent Articles

Betterment Advisor Network: Getting Matched With a Dedicated Advisor

Through our network of vetted independent CERTIFIED FINANCIAL PLANNER™ professionals, you can leverage Betterment's tax‑efficient smart technology, while also working alongside a dedicated financial advisor.

How to Sync Your Accounts

Syncing a financial account creates a secure, read-only connection with your firm through our data partner, Quovo. Most accounts are eligible for electronic syncing through Quovo, although not all are available at this time. As an alternative, you can always manually track any account.

Top 3 Life Insurance Policy Riders to Consider

When shopping for a life insurance policy, you can pick from additional riders and features. Find out which ones Haven Life believes are most crucial to help protect you and your family.

Should You Invest, Or Pay Off Debt?

Deciding how to tackle debt while trying to invest can be overwhelming. Betterment’s five-step action plan is a clear strategy to maximize your dollars smartly and effectively.

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.

Should I Own Stock in the Company Where I Work?

Buying a company stock at a discounted price can also be worthwhile—if you remember to diversify as soon as possible.

Q&A: Getting on Track for Retirement

For Amy Augenblick, a comfortable retirement simply means seeing her girls grow up and have families, whatever those may look like. See how she's getting on track for retirement and what really motivates her to save.

Dip into Your Taxable Account to Max Out Your IRA

If want to fund an IRA but your only source of free cash is from assets in a taxable account, it can be worth it to sell and reinvest in an IRA—even if it means a small tax bill. Here’s why.

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