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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

What Are Your Alternatives To Standard 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.

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.

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.

Holiday Money Tips From Us At Betterment

We know that the holidays can bring increased financial stress. Here are a few holiday money tips—straight from us to you.

How to Save for Retirement: 5 Essential Accounts to Consider

Saving for retirement can seem daunting and complicated, but it doesn’t have to be. If you are wondering where to squirrel away money when it comes to saving as tax-efficiently as possible, consider these five essential retirement account types.

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