Financial Planning

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.

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.

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.

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 more prepared.

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.

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 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.

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

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