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Nick Holeman, CFP®

Financial Planning Expert, Betterment

Nick Holeman, CFP®

About Nick

Nick enjoys teaching others how to make sense of their complicated financial lives. Nick earned his graduate degree in Financial and Tax Planning and has since helped countless individuals and families achieve their goals.

Articles written by Nick

7 Things You Should Consider Including In Your Will

A person’s will outlines what to do in the event that they pass away. Here are seven things you should keep in mind.

Funding a Safety Net: Calculate Your Target Amount

Don’t know how much to set aside for emergencies? Don’t let uncertainty stop you from saving. We’ll help you figure out how much you should save so that you can feel prepared.

5 Finance Books That Can Help You Get it Together

Ever wondered what’s on our bookshelf? We share five finance books that we love, because we’re sure they can help you on your journey to become a smarter investor.

How You Can Reach Your Investment Goal—Even When You Veer Off-Track

We highlight all of the intelligent strategies we use to help protect you from market downturns as you approach the target dates for your goals—and discuss the actions you can take if your goals become off-track.

7 Rewards Credit Cards that Could Help You Invest

If you’re one who uses your credit card rewards to save cash and invest, consider these seven rewards cards.

How to Set Up Your Investments Correctly at Betterment

A quick overview of getting your portfolio started at Betterment based on your financial goals.

How to Prioritize Your Financial Goals

If you identify all your financial goals for investing, you’ll likely find you can’t fund them all at once. Get our expert view on how to start prioritizing them.

Investing in Your 20s: 4 Major Financial Questions Answered

When you're in your 20s, you may be starting to invest or you might have some existing assets you need to take better care of. Pay attention to these major issues.

Your Portfolio vs. “The Market” – Comparing Apples to Fruit Salad

When you order fruit salad, you don’t expect it to taste like a single apple. If you’re invested in a diversified portfolio, it’s unrealistic to expect it to behave like Apple or even only U.S. stocks.

Target-Date Funds Are Out of Date

Betterment improves on the basic idea of "set it and forget it" target-date funds with smarter, unbiased advice and tax-smart tools.

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