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Financial Planning

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

Featured Articles

Diamond Hands And Financial Plans: Betterment’s Advice For Investing In Crypto

Is there a way to invest in cryptocurrencies responsibly? We certainly think so. Here are five tips to help guide you through the process.

4 Questions To Help You Invest For Your Financial Goals

There are many factors to consider when investing for the first time: Use these four questions as a guide to help you choose the best investment strategy for your financial plan.

My Advice To Empty Nesters

Here's how to set up your Betterment account.

Recent Articles

My Advice To Working Professionals

Here's how to set up your Betterment account.

My Advice To College Grads

Here’s how to set up your Betterment account.

Consider This Your Financial Roadmap

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

Using Investment Goals At Betterment

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.

Goal Projection and Advice Methodology

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.

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.

Checking vs. Savings Account: What’s The Difference?

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?

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.

What’s A Checking Account, And How Does It Work?

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.

Fighting Financial Guilt In The Era Of Latte Shaming

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.

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