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Fred Egler, CFP®

Financial Planner, Betterment

Fred Egler, CFP®

About Fred

Fred Egler is a financial professional at Betterment. He provides recommendations over the phone for customers seeking one-on-one financial advice. Fred holds his Series 65 and CFP®️ certification, and is an investment advisor representative for Betterment.

Articles written by Fred

Can You Have a 401(K) and an IRA?

This is a great question. The answer is yes, you can have both. Should you have both? It depends.

How Much Money Should You Keep In Your Checking Account?

How much money should you keep in your checking account so you can make the most of your finances? Here’s how you can calculate the right number for you.

The 3 Estate Planning Documents Everyone Should Have

The best thing you can do for your future self and your loved ones is prepare for the worst. Create your estate plan with these three essential documents.

What Are Your Alternatives To Standard Savings Accounts?

Opting out of a standard savings account could help your money grow for the long term. Explore some of the smart savings vehicles available.

The Benefits of an Early IRA Contribution

Want to know a simple strategy that can help you end up with thousands more to spend in retirement?

6 Questions to Ask a Financial Advisor Before Signing Up

At the end of the day, an advisor should feel like an advisor—they're there to help answer your questions about your finances. Get these questions answered.

How to Save for Retirement: 5 Essential Accounts to Consider

Understanding how to save for retirement does not have to be complicated. This article outlines the essential investment account options at your disposal to help build your retirement savings.


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