There’s all sorts of discussion in Washington about the payroll tax cut, which expires on December 31. If the tax break ends, it would cost the typical family about $1,000 per year — or $40 per paycheck.
We don’t want to get into the conversation about whether this is good or bad… but, love the campaign the White House has launched to stir up some consumer interest in the topic.
The White House is asking consumers to share what $40 means to them. Naturally, we want to chime in about what investing $40 every other week could be worth over the long run.
Payroll tax or not — can you find another $40 per paycheck to invest? You’re future self will appreciate it.
The Fiduciary Rule Should Be Fully Implemented
Major provisions of the DOL’s fiduciary rule are going into effect this month, but the provisions that enforce the rule are under attack. It’s up to all of us to make sure the fiduciary rule stays a rule, not a loose guideline.
How to Roll Over Your 401(k) to Betterment
Betterment makes rolling over your 401(k) simple and efficient. Get started online, or with a rollover concierge.
Betterment Encourages SEC to Adopt Investor-Friendly Disclosure
As the SEC considers new rules to better protect and inform investors, Betterment formally suggests ways to improve a new disclosure, Form CRS, based on actual investor research.
Explore your first goal
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.
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