Betterment

Meet Brian, Payroll Services Associate for Betterment at Work. He describes his perfect retirement in 3 words: Early ⌛️ Farm 🚜 Money 💸

 How would you describe your dream retirement in 3 emojis? Drop them below 👇

Holiday spending season is here—let’s make saving part of the plan too. Prepare for 2025 with these tips from Kyle McBrien, Senior Financial Planner: 🎁 Set up a dedicated account: Budget for holiday spending in a high-yield cash account to earn interest while you save. 🎅 Front-load retirement contributions: If you are able to, max out tax-advantaged accounts before November every year to free up your December paycheck for holiday expenses. 
📣 Identify your goals and share them: Discuss your financial priorities with loved ones to build connections and stay on track. 📖 As featured in the New York Times. Read the full article below: https://ow.ly/9zh050Us9vT

Our CEO Sarah Kirshbaum Levy shares how Betterment customers are moving money in this market, and the unique trends impacting Gen Z. Learn more about their experience here 🔗 https://lnkd.in/gzZrz-Z4

We’re growing our team! If you’re curious, high energy, and excited to dive into the world of financial services, this one’s for you. We have a great BDR roles open on both our 401(k) and Advisor Custody teams to help drive growth and close deals.

Interested? Join us 👇 https://ow.ly/WQ7750UnWWB

At Betterment, we love our annual Thanksgiving potluck. Cheers to the team for all the fun, laughter, and amazing dance moves to celebrate a great year 🎉

How important are financial wellness benefits to you? Check out our annual Retirement Readiness Report to learn what others are saying 🔗 https://ow.ly/gjCC50UlY07

How can you lift up your cause and lower your tax bill this Giving Tuesday? Donate shares—instead of dollars. You’ll save on capital gains tax, get a tax deduction, and let your donation’s potential growth work for your charity! We make it easy too. Choose from our partner charities or access 1.5 million options with our new partner Daffy's donor-advised fund. 🔗 Learn more in our latest blog: https://ow.ly/7c6R50UalZa

Our team loved building and using socially responsible investing portfolios. We recently added VETZ - a fund focused on investing in veterans and their families - to the Social Impact portfolio. We'll always continue to invest in what matters most, and have fun doing it. 💙

How do you plan for the future despite rising prices? Our Director of Investing, Mindy Yu, shares some tips 👇 1️⃣ Budget your expenses, taking price changes into account 2️⃣ Maximize your benefits, including taking advantage of employer matching for retirement accounts and student loans 3️⃣ Make sure your retirement portfolio is diversified and appropriately balanced, adjusting your ratio of stocks and bonds depending on your time to retirement Learn more 🔗 https://ow.ly/bAtR50UgP1E

🎉🛍️ As we look ahead to #SmallBusinessSaturday, we’re excited to profile FTA Member Betterment and spotlight how they serve small businesses. Betterment is on a mission to "Make People’s Lives Better," supporting small businesses by providing innovative workplace financial solutions. These tools help employees plan for their futures, addressing critical gaps like the retirement savings crisis. “Small businesses are historically underserved when it comes to financial services,” says Sarah Kirshbaum Levy, CEO of Betterment. “We built our own 401(k) plan to solve this challenge and loved it so much that we made it available to other small businesses through Betterment at Work.” 💪 One standout story is a family-owned retail contractor in California that turned to Betterment to simplify its annual 401(k) audit process. Thanks to Betterment’s intuitive platform and dedicated Client Success Manager, the CFO has successfully navigated this complex task for four years, freeing up time to focus on other priorities. Looking ahead, Sarah highlights the potential impact of policies like Secure 2.0, which addresses key financial trade-offs for savers. Expanding these initiatives to include programs like 529 matches or down-payment savings could transform financial wellness for small business employees, promoting retirement readiness and broader financial resilience. With features like customizable portfolios, financial coaching, and 401(k) student loan matching, Betterment equips small businesses with a comprehensive financial wellness strategy to attract and retain top talent. Read Sarah’s entire Q&A to learn more ➡️ https://lnkd.in/eTAKHzW2 #PoweredByFintech Betterment at Work