Financial Planning

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.

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.

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.

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.

Are you one half of a “Better Couple”? Discover the top three features that benefit couples who invest with Betterment.

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.

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

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.

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.