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Resource Center

Read on for information to help you lead a smarter financial life.

How Banks Fail in Helping You Save Money

How Banks Fail in Helping You Save Money

You may not realize it, but our financial lives are shaped by a great divide: banking vs. investment managers. In between lies most people’s pinnacle challenge: saving for the future.

7 Rewards Credit Cards that Could Help You Invest

7 Rewards Credit Cards that Could Help You Invest

If you’re one who uses your credit card rewards to save cash and invest, consider these seven rewards cards.

Lifestyle Creep: The Biggest Threat to Financial Planning

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.

Understand Your Finances by Syncing Your Accounts

Understand Your Finances by Syncing Your Accounts

Syncing your outside accounts lets you see your total net worth in one place. It also lets us give you better advice and spot high fees you didn’t know about.

Recent Articles

The Benefits of Tax Coordination

We’ve automated asset location which can help you save on taxes over time.

What Are Your Alternatives To Savings Accounts?

Opting out of a standard savings account could earn you more returns in the long-term. Find out some of your options below.

How to Optimize Your 529 Contributions

We know that you want to help set up your loved ones for success. One way to invest in their education while saving on taxes is to contribute to a 529 education savings plan.

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.

How Banks Fail in Helping You Save Money

You may not realize it, but our financial lives are shaped by a great divide: banking vs. investment managers. In between lies most people’s pinnacle challenge: saving for the future.

Empowering our Community: Introducing the SHARE Series

Betterment’s new series is a platform designed to bring women in the tech community together to lead, learn, and grow.

Tax Deductions: Reading Between the Lines

Tax deductions can lower the amount of income that you end up paying taxes on. We’ll highlight popular above-the-line deductions and below-the-line deductions you may want to consider.

7 Rewards Credit Cards that Could Help You Invest

If you’re one who uses your credit card rewards to save cash and invest, consider these seven rewards cards.

Beyond Expense Ratios: Weighing Holding Costs With Trading Costs

What’s more expensive—holding a fund, or trading it? It depends. We walk you through the important factors to consider when determining the total cost of either holding your funds or trading them.

The Truth About HSAs and Retirement

Health Savings Accounts may be a smart way to supplement your retirement. But is it right for you?

Building for Better: Gender Inclusion at Betterment

Betterment sits at the intersection of two industries with large, historical gender gaps. We’re working to change that—for ourselves and our industries.

Debt and Savings: Initial Moves for Effective Investing

Tackling your debts and saving money are prerequisites to investing and building wealth. Here are 5 ways to tackle your different financial priorities.

How to Do a Direct IRA Transfer

If this is your first direct IRA transfer, don’t worry. We help process direct IRA transfers every day, and we’re here to make it as easy for you as possible.

Is Term Life Insurance Worth It?

Term life insurance is usually affordable and straightforward. That's why it can be the right choice for most life insurance shoppers, according to Policygenius.

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.

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