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Financial Planning

From your financial goals to getting personalized guidance, learn what effective financial planning looks like.

The 3 Estate Planning Documents Everyone Should Have

The 3 Estate Planning Documents Everyone Should Have

The best thing you can do for your future self and your loved ones is prepare for the worst. Create your estate plan with these three essential documents.

5 Finance Books That Can Help You Get it Together

5 Finance Books That Can Help You Get it Together

Ever wondered what’s on our bookshelf? We share five finance books that we love, because we’re sure they can help you on your journey to become a smarter investor.

Reducing Your Biggest Retirement Expense: Where You Live

Reducing Your Biggest Retirement Expense: Where You Live

You’ll probably want to retire somewhere different than where you live right now. Let’s make that part of your retirement plan.

Recent Articles

Forget Your Resolution. Ask Yourself How You’ll Fail in 2019 Instead

Instead of setting a New Year’s resolution, try taking a different approach. Try considering what you could do to destroy your resolution in order to help reveal potential pitfalls so you can safeguard against them.

Is Financial Planning Different For Women?

For many women, financial planning is a daunting task that poses risk in the long term if overlooked.

How You Can Reach Your Investment Goal—Even When You Veer Off-Track

We highlight all of the intelligent strategies we use to help protect you from market downturns as you approach the target dates for your goals—and discuss the actions you can take if your goals become off-track.

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

There are many different ways to manage money as a couple. The key is to have open communication, sooner rather than later.

Investing in Your 30s: 3 Goals You Should Set Today

It’s never too early or too late to start investing for a better future. Here’s what you need to know about investing in your 30s.

Investing in Your 20s: 4 Major Financial Questions Answered

When you're in your 20s, you may be starting to invest or you might have some existing assets you need to take better care of. Pay attention to these major issues.

Investing in Your 40s: 4 Financial Goals You Should Fund at Mid-Life

In your 40s, your priorities and investing goals become clearer than ever; it’s your mid-life opportunity to get your goals on track.

Understanding Trust Accounts

Betterment supports both revocable and irrevocable trusts that are authorized to invest in securities. Learn more about how to set up a trust and what documents we’ll need from you.

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.

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