In early 2019, I left my traditional job and needed to roll my 401(k)s over. Yes, I had multiple. I had a traditional 401(k) and a Roth 401(k). Since 2017, I’ve been using Betterment as my primary investment broker. I have accounts with Schwab, Robinhood, and Ally Invest as well, but I like how easy … Read more
Betterment is a Robo-advisor service that offers both financial planning advice as well as brokerage services. They also have plans that provide access to their Certified Financial Planners. Depending on your needs, they have pricing for many services, which we cover here. But how much does Betterment charge for their fees? That all depends on … Read more
I want to make the smartest decisions possible when it comes to my investments. Undoubtedly, you’ve seen all the different offers from brokers like TD Ameritrade, Schwab, Fidelity, eTrade, and probably dozens more. I’ve been through that, and I’ve used and continue to use many of them. Then I learned about Robo-advisors and decided I … Read more
For 2018, try a less traditional resolution by exploring stock investing. It’s never been easier to get into the market. Easy-to-use trading platforms and an abundance of information and training materials have removed most barriers. We’re experiencing record-breaking market performance. We’re at a moment of “I should have invested, yesterday.”. The typical resolutions and goals can take a back … Read more