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Nick Holeman, CFP®

Head of Financial Planning, 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

Four Ways To Prepare For Unemployment

Do you have a plan in place for if you become unemployed? Take these four steps to prepare.

What Should I Be Doing With My 401(k)?

With the spread of COVID-19 and recent market volatility, it’s natural to wonder what you should do with your 401(k).

Coronavirus Relief Measures Are On The Way

Most individuals and families will receive one-time stimulus checks—here’s what you need to know.

5 Tips For First-Time Investors During A Market Dip

As a first-time investor, making that initial deposit and setting up your portfolio can be difficult. During a market dip? Even more so. Here are 5 tips to help you make the most of your money.

My Advice To Empty Nesters

Here's how to set up your Betterment account.

My Advice To Working Professionals

Here's how to set up your Betterment account.

My Advice To College Grads

Here’s how to set up your Betterment account.

How To Avoid Money Fights

If you’re like most people, you probably don’t look forward to talking about finances with your partner. Here’s one piece of advice you can start using today.

What is the maximum 401(k) contribution?

What is the maximum 401(k) contribution? Knowing the 401(k) contribution limit is the first step to maximizing your employees' save smarter in 2020.

Flexible Portfolios: Enabling Participant Choice in the Betterment 401(k)

The Flexible Portfolio included with the Betterment 401(k) provides employees with advice and guidance plus the right amount of control when they want it.

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