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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

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.

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

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

What is the maximum 401(k) contribution?

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

Four Ways To Prepare For Unemployment

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

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).

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.

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