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Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

March 14, 2025 | By James McClenathen

Only 17% of Americans Use This Amazing Retirement Account

Among workers who have access to a Roth 401(k), only 17% contribute to one. Here's why others want to start ASAP.
March 10, 2025 | By Jake FitzGerald

Here's How Much You Need to Save Each Month to Retire by 65

Saving enough for retirement can seem impossible. But it's much more achievable if you break it down by month. Find out how much you need to save now.
March 7, 2025 | By James McClenathen

Here's How Much $10,000 Would Earn in Treasury Bonds

A $10,000 investment in recently auctioned T-bonds would earn $9,500 or more in interest. Read on to learn the basics of T-bonds before you invest.
March 4, 2025 | By James McClenathen

Is $50,000 Too Much to Have in Savings?

Very few people need $50,000 or more in their savings accounts. Here's a simple way to put extra cash to work.
Feb. 24, 2025 | By James McClenathen

I Keep All My Retirement Savings in This Type of Account (and Maybe You Should, Too)

Roth 401(k)s and IRAs give me big tax breaks and peace of mind when it comes to my retirement planning. See if they're right for you, too.
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.