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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

Buying A Home: Down Payments, Mortgages, And Saving For Your Future

Thinking about buying a home? Here are five recommendations you should consider when making your big purchase decision.

Betterment’s Retirement Advice Tools Explained

Betterment aligns our investment advice with what it’s really like to pursue your financial goals. Learn about our retirement planning advice and how it can help you.

5 Ways To Spend Your Next Stimulus Check Based On Your Finances

A third stimulus check could be on its way to you in the next few days. Here’s how you can plan to use it based on your financial situation.

Diamond Hands And Financial Plans: Betterment’s Advice For Investing In Crypto

Is there a way to invest in cryptocurrencies responsibly? We certainly think so. Here are five tips to help guide you through the process.

What is the maximum 401(k) contribution?

The IRS recently announced the 2021 401(k) and IRA contribution limits.

5 Tips to Give to Inexperienced Investors During A Market Dip

If your clients are first-time investors, helping them make that initial deposit and setting up their portfolios can be difficult. During a market dip? Even more so. Here are 5 talking points to help you communicate with inexperienced investors in times of volatility.

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).

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.

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.