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Andrew Westlin

Financial Planner, Betterment

Andrew Westlin, CFP®

About Andrew

Andrew Westlin is a financial planning professional at Betterment, where he provides personalized advice to customers. Passionate about financial planning and analysis, Andrew answers customer questions every day over the phone or via Betterment's mobile app.

Articles written by Andrew

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.

5 Financial Steps To Take After Getting A Raise

When you get a raise at work, consider how you can maximize your earnings to identify new financial opportunities.

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.

Managing Student Debt Without Compromising Financial Goals

If you're one of the millions facing student loan debt with no idea how to tackle it, there are options available to you that can help you manage your loans and get on track with the rest of your finances.

How To Invest When You Have Family Members With Disabilities

Having family members with disabilities requires lifelong planning that might not be easily addressed by typical financial planning advice. Planning appropriately for their lives can ensure they are protected and secure.

Why Flexibility is Key in Withdrawing Retirement Income

A strong retirement plan relies on proper preparation. But flexibility in your plan may be the most important quality you can have.

How To Make A Mega Backdoor Roth 401(k) Contribution

Looking to boost your retirement savings? Contributing above the $19,000 limit through after-tax contributions into a traditional 401(k) can help you maximize your savings with great tax benefits.

Affected by the Shutdown? We’re Here to Help.

As government employees continue to persevere through uncertainty, Betterment hopes to provide financial clarity for customers.

Roth vs. Traditional IRA Calculator: Which IRA is Right for You?

Individual Retirement Accounts (IRAs) are popular because of their flexibility. Use our calculator to help you choose which one is better for now and for the long term.

The Benefits of Rolling Over Your 401(k) or 403(b) into an IRA

Rolling over an old employer-sponsored retirement plan into an IRA can be highly beneficial. Here are three reasons to consider rolling over a 401(k) or 403(b).

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