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Dan Egan

Managing Director of Behavioral Finance & Investing, Betterment

Dan Egan

About Dan

Dan Egan is the Managing Director of Behavioral Finance and Investing at Betterment. He has spent his career using behavioral finance to help people make better financial and investment decisions. Dan is a published author of multiple publications related to behavioral economics. He lectures at New York University, London Business School, and the London School of Economics on the topic.

Articles written by Dan

Retirement Planning Advice Methodology

The complete methodology for Betterment's retirement planning process. Review this set of assumptions to understand how we help customers achieve their retirement goals.

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.

You Can Now Skip Individual Auto-Deposits

Managing your Betterment auto-deposits just got easier. Now you can skip any individual auto-deposit in just a few easy steps.

Safety Net Funds: Why Traditional Advice Is Wrong

Don’t keep your safety net funds in cash savings accounts that give you little to no interest. Odds are you’ll lose money due to inflation, as well as lose out on the potential growth of your hard-earned savings.

How Checking Performance Might Hurt Your Performance

As your investment manager, we strive to maximize your returns and reduce your investment costs. But did you know that we also try to help you reduce your stress?

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.

What Lottery Winners Lose Out On Because of Human Behavior

Research shows that lottery winnings—and other major cash windfalls—can make life more complicated than you might expect. Converting it into a lifetime of financial stability takes some careful planning (and maybe some help).

How We Use Your Dividends To Keep Your Tax Bill Low

Every penny that comes into your account is used to rebalance dynamically—and in a tax-savvy way.

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.

How Much to Save: Our Advice Guides You Towards Your Goals

A good financial plan has to adapt over time to be successful. Here’s how Betterment helps you do that.

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