Broker Articles
Articles about choosing the right brokerage for your situation.
Recent Articles
Dec. 10, 2024 | By Matt Frankel, CFP®
3 Smart Moves to Make in Your Brokerage Account Before 2025
Need an end-of-the-year game plan for your investments? Read on for tips on rebalancing, optimizing taxes, and more.
Dec. 10, 2024 | By Emma Newbery
Here's the Real Cost of Having Too Much in Your Savings Account
Many savings accounts don't pay enough interest to stay ahead of inflation. Find out how investments can earn higher returns and help you build wealth over time.
Dec. 9, 2024 | By Emma Newbery
Forget Crypto in 2025: Check Out These 4 Better Long-Term Investments
Bitcoin has gained over 130% so far this year, but it's still a risky asset. Find out why there are better opportunities for long-term investors.
Dec. 8, 2024 | By Emma Newbery
Don't Miss Out on Thousands of Dollars in Tax Breaks With These 3 Accounts
Understanding tax breaks can save you a lot of money. Find out how to maximize your contributions and seriously cut your tax bill.
Dec. 7, 2024 | By Robin Hartill, CFP
I'm Retiring With $200,000. Am I in Good Shape?
Is $200,000 enough to retire on? See a breakdown of how much you can safely withdraw and how you can supplement your retirement savings.
Dec. 6, 2024 | By Danielle Antosz
401(k) Catch-Up Limits Are Going Up. Here's What That Means for You
The IRS updated the 401(k) contribution limits for 2025 and now allows people between 60 and 63 to save an additional $15,000 over four years.
Dec. 2, 2024 | By Matt Frankel, CFP®
The Stock Market Is Around All-Time Highs: Is It Time to Sell?
Don't let an "expensive" stock market scare you away. Here's why.
Dec. 1, 2024 | By Matt Frankel, CFP®
I'll Be Ready to Retire at Age 60. Here's How
I'm planning on retiring in another 18 years. Here's how I'm going to get there.
Dec. 1, 2024 | By Robin Hartill, CFP
I'm About to Retire. Is It Time to Sell My Stocks?
Retirees can't afford as much risk as someone who's still working, but that doesn't mean it's time to cash out of stocks. Learn about the alternatives.
Dec. 1, 2024 | By Emma Newbery
Ask Yourself These Essential Questions Before Selling Stocks
It's often difficult to know when to sell a stock -- whether it's performing extremely well or badly. Find out how to avoid making emotional decisions.
Nov. 30, 2024 | By Ashley Maready
I Started My First Retirement Account at 40 and I'm Here to Tell You It's Never Too Late
'Better late than never' is a great mantra for retirement investing. Read on to learn why one middle-aged writer is happy to finally have an IRA.
Nov. 29, 2024 | By Kristi Waterworth
Stock Market vs. CDs: Where's The Best Place to Park Your Cash?
It's an age-old debate, but the truth is that the best place for your money has a lot more to do with you than the vehicle. Read on to learn more.
Nov. 26, 2024 | By Steven Porrello
I Have $10,000 to Invest. Where Should I Put It?
If you have $10,000 to invest, you have the potential to change your financial future. Here are five ways to invest for your future.
Nov. 24, 2024 | By Emma Newbery
What Happens If I Don't Have a Retirement Account at Age 50?
Around 20% of Americans aged 50 and over don't have any retirement savings. Find out what to do if you're one of them.
Nov. 23, 2024 | By Danielle Antosz
I'll Be Ready to Retire When I Save $3.5 Million
Why do I need $3.5 million? It's based on some uncertainty, how far off retirement is, and the type of life we want to live. Find out more here.
Nov. 23, 2024 | By Danielle Antosz
We're in Our Early 40s and Have More Than $500,000 in Retirement Savings -- Here's How We Did It
Struggling to save for retirement? You're not alone. Here's how we managed to save $500K-plus while raising kids and paying off student loans.
Nov. 22, 2024 | By Lyle Daly
3 Places I’d Rather Stash My Cash Than an HYSA Right Now
High-yield savings accounts aren't always the best place for your money. Check out a few alternatives you could use to get an even bigger return.
Nov. 20, 2024 | By Ashley Maready
Intimidated by Investing? Consider This Type of Brokerage Account
Investing doesn't have to be complicated. Learn why one writer is keeping things simple with a robo-advisor.
Nov. 19, 2024 | By Lyle Daly
Why You Should Never Wait to Invest, by the Numbers
Waiting for the perfect time to invest is a common mistake. Discover how much money you could lose this way and what to do instead.
Nov. 19, 2024 | By Lyle Daly
Here's How Much the Average 60-Year-Old Has in Their 401(k)
Many adults save for retirement with a 401(k). See the average 60-year-old's 401(k) balance and learn what to do if you're behind on your retirement savings.
Nov. 13, 2024 | By Matt Frankel, CFP®
I'm 60 Years Old With $1 Million in My 401(k). Am I Ready for Retirement?
There's no perfect retirement number. But if you're getting close to retirement, take a look at what you need to know.
Nov. 12, 2024 | By Matt Frankel, CFP®
Want to Build a $1 Million Nest Egg? Here's Exactly How to Get Started
You'll need money to retire comfortably. Here are the three steps I would take to start building a nest egg from scratch today.
Nov. 10, 2024 | By Chris Neiger
One Investing Rule to Follow No Matter How Wealthy You Are
Stay invested no matter what's going on in the market. Read on to find out why.
Nov. 9, 2024 | By Emma Newbery
Are You Saving Enough for Your Retirement?
Financial rules of thumb such as the 4% rule can give us an idea of how much we might need in retirement. Find out how to adapt them to your situation.
Nov. 9, 2024 | By Matt Frankel, CFP®
Do You Have a Side Hustle? Here's the Smartest Financial Move You Can Make
Here's one money move you can make if you have self-employment income. Keep reading to learn why your future self will thank you for it.
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