Financial Planning

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.

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

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 can severely impact financial planning by spending more income over time than we plan on saving.

There are many different ways to manage money as a couple. The key is to have open communication, sooner rather than later.

It’s never too early or too late to start investing for a better future. Here’s what you need to know about investing in your 30s.

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.

In your 40s, your priorities and investing goals become clearer than ever; it’s your mid-life opportunity to get your goals on track.

Betterment supports both revocable and irrevocable trusts that are authorized to invest in securities. Learn more about how to set up a trust and what documents we’ll need from you.

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.