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Alex Benke, CFP®

VP of Advice and Investing, Betterment

Alex Benke, CFP®

About Alex

Alex is a Certified Financial Planner™ and Betterment's VP of Financial Advice and Planning. He has over 14 years of experience working in the financial industry and his passion is helping increase investor success through technology.

Articles written by Alex

Investing in Your 30s: 3 Goals You Should Set Today

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.

Investing in Your 40s: 4 Financial Goals You Should Fund at Mid-Life

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

3 Tax Moves to Make Before 2017 Tax Bill Goes into Effect

With a new tax reform bill signed into law, Betterment has several scenarios investors should consider as they anticipate changes to their financial plan.

Understanding Our Socially Responsible Investing (SRI) Portfolio

Betterment is moving the category forward for socially responsible investors by offering an SRI portfolio that is fully diversified and keeps costs low.

How Much Are You Losing to Fees?

Unexpected or hidden fees can damage your long-term investment returns. Sync your outside accounts with Betterment now and see how much you’re being charged by other investment providers.

How Much Social Security Income Can You Expect?

Not sure how much Social Security income to expect in retirement? Let Betterment’s calculator show you.

Retirement Planners Get Access to Personal Social Security Data

Betterment is an initial adopter of a new government initiative to make personal earnings history and benefit projections available to all.

How We Use Your Income to Calculate Retirement Spending

Learn how your current income plays a role in calculating your desired retirement spending level in the future.

See details and disclosure for Betterment's articles and FAQs.