Mar 26, 2018
Learn why wealth is about making the right choices and avoiding the wrong ones.
Just wanted to pause for a moment and ask if you knew Betterment is the largest independent online financial advisor with more than $10 billion in assets under management with more than 300,000 customers? Their service helps to improve long-term returns and lower taxes for retirement planning, building wealth, and other financial goals.
Betterment’s tax coordinated portfolio can increase a portfolio’s
value by an estimated 15% over 30 years. Their annual advisory fee
is only .25%, with unlimited messaging access to their team of
licensed financial experts through a mobile app.
Of course, investing involves risk. For listeners of Be Wealthy &
Smart, you can get up to 1 year managed free, visit
http://www.betterment.com/bewealthy.