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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.

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.

Recent Articles

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.

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.

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

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.

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.

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.

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.

Is Financial Planning Different For Women?

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