Financial Planning

Here’s how to set up your Betterment account.

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

Goal-based investing. The idea is prized among financial advisors—and our team at Betterment—but to the everyday investor, it’s often difficult to put into practice.

Betterment helps you get on track to meet your goals by providing projections and advice on allocation, savings, and withdrawals. Our methodology for doing so involves some assumptions worth exploring.

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.

What are the differences between checking and savings accounts? Learn the pros and cons of each, and find out how you can use them to meet your financial goals.

How much money should you keep in your checking account so you can make the most of your finances? Here’s how you can calculate the right number for you.

A checking account is a bank account for your normal money: the cash you might need day to day. Here’s everything you need to know about how they work.

Don’t let provocative news cycles make you feel bad about buying coffee every morning. You can have your $5 latte and still meet your financial goals, using reverse budgeting.

As a robo-advisor, we give you automated advice that’s accessible through our website and mobile app. We also have a team of CERTIFIED FINANCIAL PLANNER® professionals who can help answer your burning financial questions.