October 2021 – My Journey Along The Way

4 Ways Betterment Can Help Limit the Tax Impact Of Your Investments

In the US, approximately 33% of households have a taxable investment account—often referred to as a brokerage account—and approximately 50%

Key 401(k) Compliance Dates While many of these responsibilities are handled by Betterment, as a 401(k) plan sponsor it’s important

To retain their tax-qualified status, 401(k) plans are prohibited from discriminating in favor of key owners, officers, and highly compensated

Latinx people aren’t a monolith—we come from a variety of countries, speak many different languages, and are part of every

National Hispanic American Heritage Month spans from September 15 through October 15 and, as a part of this month of

For the Hispanic American community, home ownership is commonly seen as one of the few ways to build wealth. One