Betterment’s First Customer Speaks
For the past week I've had the honor of being Betterment's first customer. Everyone was quite excited as we huddled around my computer last week to sign-up.
There are literally dozens of moving parts behind the scenes at Betterment that make our product work. While each of these parts has been thoroughly tested on its own, this was the first time we got to see everything operating together… And it worked!
I love my test account (and I’m not just saying that because I head up product development). I’m so proud of the team, and I can’t wait until Americans
All the parts are working together!
everywhere can have access to the smart and simple savings I’ve been experiencing the past week.
There is still a lot of testing and bug fixing ahead of us before the product meets our high quality standards for release, but it won’t be long until the first round of public beta testers will be getting invitations to sign-up. If you would like to be included on our beta launch list, go to our homepage and give us your email address.
What is Tax Coordination? How Asset Location Works at Betterment
What is Betterment's approach to asset location? It's called Tax Coordination, and it's a built-in tax optimization strategy for retirement goals at Betterment.
Betterment’s Model for Financial Advice: An Overview
Achieving your financial goals is only possible if you plan effectively. Saving enough, choosing the right accounts, deciding when you can buy a house or when to retire—all of these are essential decisions even before you build an optimal portfolio.
Reducing Your Biggest Retirement Expense: Where You Live
You’ll probably want to retire somewhere different than where you live right now. Let’s make that part of your retirement plan.
Explore your first goal
Our high-yield account built to help you earn more on every dollar you save.
This is a great place to start—an emergency fund for life's unplanned hiccups. A safety net is a conservative portfolio.
Whether it's a long way off or just around the corner, we'll help you save for the retirement you deserve.
If you want to invest and build wealth over time, then this is the goal for you. This is an excellent goal type for unknown future needs or money you plan to pass to future generations.