What Are the Most Important Financial Goals to Save For?
We took a consumer poll to better understand what financial goals people believe are important. The results spark some questions.
Recently, Betterment’s researchers offered a random sampling poll of consumers to better understand what financial goals people believe are important. We received 3,059 responses to the following question:
- A comfortable retirement
- A new home
- An emergency (rainy day fund)
- A perfect wedding
- A college fund for my child
- A major purchase not listed here
Take a quick look at the results.
Out of 6 possible options, the only goal that received less than 10% of responses was saving for the perfect wedding.
The survey has a clear message: it tells us that, while traditionally the investment industry has been heavily geared towards helping people save for retirement, people clearly have many goals along the way before reaching retirement.
Jon Stein on “How I Built This:” Reflecting on Our Story
Jon Stein joins NPR’s Guy Raz for an episode of “How I Built This” to look back at how Betterment started, what mistakes were made, and how they turned into learnings for the robo-advisor we are today.
What’s Inside the Betterment Portfolio Strategy?
Explore the asset classes in Betterment's recommended set of portfolios. Then, take a look at the exchange-traded funds (ETFs) underlying each part of the portfolio strategy.
Redesigning How You Manage Your Finances at Betterment
Our new design represents a synthesis of a large body of customer feedback. We hope it meets your expectations.
How would you like to get started?
Your first step toward a smarter investing future starts here.
Create a Betterment account
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See what we can do for you
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Help us get a sense of your investing approach and see how you could improve.
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Move an existing retirement account into a Betterment IRA.
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