On the Path to Financial Independence

let’s get there together

When I originally started using Betterment in July of 2015, my goal was finding an investment savings mechanism that was cost-effective, easy to use, and worked well. I needed a simple way to invest in low-cost ETFs without being able to royally mess myself up as my DIY investment training wheels we...

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I’ve written a few times about Betterment, including a review after using them for 6 months. We still have two accounts/goals with them:

  1. IRA – 98% stocks, 2% bonds
  2. Taxable Retirement Growth – 98% stocks, 2% bonds

One of my criticisms of Betterment was with respect to the fact that all acco...

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Roughly nine months ago, my wife and I had (nearly) put the final nail in our joint debt load coffin. The not so problematic “problem” was that we now had a large chunk of our monthly income that was unallocated. After many long discussions about our next financial chapter, our two predominant paths...

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