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Resources to move your money forward

Whether you want to build a budget, pay off debt, or invest in new goals, we’ve got you covered with expert-backed resources and insights.
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← Financial planning hub Resources to move your money forward

Whether you want to build a budget, pay off debt, or invest in new goals, we’ve got you covered with expert-backed resources and insights.
Resources-1

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Build your financial foundation

  • Budgeting

    Learn the basics and the difference between discretionary vs. essential expenses.

    Watch the budgeting explainer.

    Read up on how to balance financial obstacles.

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  • Managing credit and debt

    Get a primer on the role of credit and different debt payoff strategies.

    Watch the explainer video.

    Read up on how to manage debt and invest at the same time.

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  • Saving

    Keep yourself covered when life throws surprises your way and build a more secure future.

    Read up on how you can build an emergency fund.

    Read up on how to stash your cash and make it work harder.

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  • Investing

    Keep up with inflation and prepare for what’s ahead. 

    Watch how to invest with Betterment.

    Read up on your portfolio options

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Your checklist to better finances

It’s time to apply what you’ve learned and put your financial goals within reach.
  • Investing

    Make your cash work harder

    Our high-yield Cash Reserve account allows your savings to earn more than the national average.

    Explore cash reserve
  • Emergency fund

    Invest conservatively

    The BlackRock Target Income portfolio is designed to help you limit your exposure to market volatility, preserve wealth, and generate income.

    Open an all-bonds account

  • Retirement 401k IRA

    Build wealth

    Give your money the opportunity to grow, so you can keep up with inflation and prepare for what’s ahead – whether that’s in the short-term (5-10 years), or the long-term (like retirement).

    Open new investing goal