Free for 90 days: Sign up now and get 90 days managed free after your first deposit. See offer details

<title>Dismiss</title>

Financial Planning

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

Should I Speak With A Financial Advisor?

Should I Speak With A Financial Advisor?

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.

Funding a Safety Net: Calculate Your Target Amount

Funding a Safety Net: Calculate Your Target Amount

Don’t know how much to set aside for emergencies? Don’t let uncertainty stop you from saving. We’ll help you figure out how much you should save so that you can feel prepared.

Plan Ahead When Saving For Vacations

Plan Ahead When Saving For Vacations

We’ll help you plan and save so you can stress less about your bank account while you’re on the beach, on top of a mountain, or wherever else your travels take you.

Recent Articles

Should I Own Stock in the Company Where I Work?

Buying company stock at a discounted price can be worthwhile—if you remember to diversify as soon as possible. The answers to these four questions can help you make your decision.

10 Financial To-Dos Before Your First Wedding Anniversary

Planning your financial life with your spouse can be very stressful. Here are ten considerations you should talk about before reaching your first anniversary.

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

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

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

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.

<title>Close</title>

Search our site

For more information and disclosures about the Betterment Resource Center, click here. | See our contributors.