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.
Using Investment Goals at Betterment
Goal-based investing. The idea is prized among financial advisors—and our team at Betterment—but to the everyday investor, it’s often difficult to put into practice.
Betterment Hosts Roundtable on Fiduciary Rule’s Bygone Start Date
If it hadn’t been delayed, the Department of Labor’s fiduciary rule would have taken effect this week—a game-changing shift for individual investors. To mark this juncture, we hosted members of the press and investor advocates for a roundtable discussion on how to achieve better standards for retirement advice.
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