Sara Kalsman, CFP®

Senior Financial Planner

Sara works with clients to provide personalized financial advice and help simplify complex financial strategies. Prior to joining Betterment, she spent nine years servicing high net worth clientele by developing comprehensive financial plans and investment strategies.

Articles by Sara

8 articles

Financial planningHow to talk money with your aging parents3 min read

Home ownershipThe keys to building wealth, whether you rent or buy4 min read

Getting startedDoes your investing app tilt the scales toward trust?5 min read

Roth accountsFree financial advice, for the busiest season of your life6 min read

TaxesThe powerful potential of the tax swap6 min read

InvestHow to leverage your taxable investments into lending4 min read

401(k)sShould you fill up your 401(k) first, or your IRA?4 min read

Growing your moneyWhy saving for your retirement isn’t a solo climb4 min read

Showing 8 of 8 articles