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Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

April 16, 2024 | By Ashley Maready

Why Would You Choose an IRA Over a 401(k) for Your Retirement Savings?

401(k)s have high contribution limits and may earn an employer match from the money you put in. Keep reading to learn why IRAs are worth considering anyway.
April 14, 2024 | By Jordi Lippe-McGraw

Affordable and Effective Retirement Saving Strategies for Low-Income Earners

Unlock your retirement savings potential with simple, impactful strategies. Start small, snag free money, and save smart. Here's how.
April 12, 2024 | By Dana George

The Single Best Retirement Saving Strategy for Low-Income Workers

For millions, saving for retirement seems impossible. Learn how you can successfully save and invest, no matter how much money you earn.
April 11, 2024 | By Emma Newbery

The Unexpected Truth About Women and Investing

Women tend to live longer but earn less, putting them at a big disadvantage when it comes to retirement. Find out how you can beat the statistics.
April 9, 2024 | By Lyle Daly

3 Unexpected Struggles You'll Encounter When Planning for Retirement

Retirement planning is an important part of preparing for the future. Learn about the unexpected challenges you may face as you plan for retirement.
April 7, 2024 | By Emma Newbery

Avoid These Mistakes When Saving for Retirement as a Low-Income Earner

Only 1 in 10 low-income households have money in a retirement account, a significant decrease from 2007. Find out how to save, even if you don't earn a lot of money.
April 6, 2024 | By Lyle Daly

Want to Get Rich? Here's the Single Best Strategy

Building wealth is a process, but it helps to have the right strategy. Find out exactly what you should do if you want to get rich.
April 3, 2024 | By Matt Frankel, CFP®

3 Successful Habits of 401(k) Millionaires

There's no perfect way to build a successful 401(k). But read on for three habits that can put you in a position to succeed.
April 2, 2024 | By Cole Tretheway

3 Unique Perks: Robinhood Is Offering Gold Members 1% Match on All Deposits, a New Credit Card, and More

Robinhood is giving Gold members bigger and better perks. Find out if the upgraded membership is worth your time.
April 1, 2024 | By Lyle Daly

3 Little-Known Perks of Your Retirement Accounts

Retirement accounts aren't just useful for saving on this year's taxes. Check out the little-known perks that these accounts offer.
April 1, 2024 | By Lyle Daly

Ranked: The 5 Most Popular Investment Products for Millennials and Gen Z

Stocks are the top investment for millennials and Gen Z. Find out what else each group likes to invest in and what's worth having in your own portfolio.
March 31, 2024 | By Lyle Daly

The Single Best Strategy to Save for Retirement in 2024

Saving for retirement is one of the most important money moves you can make. Learn about the best strategy to maximize your retirement savings.
March 31, 2024 | By Lyle Daly

Nearly Half of All Americans Miss This Retirement Savings Opportunity

It's smart to take advantage of opportunities to save more for retirement. Discover one of the best options that many Americans overlook.
March 31, 2024 | By Lyle Daly

5 Benefits of Investing in REITs

REITs are securities that trade like stocks and invest in real estate. Explore their benefits to see if they're a good fit for your portfolio.
March 30, 2024 | By Matt Frankel, CFP®

SEP IRA vs. Solo 401(k): Which Has the Highest Contribution Limit? The Answer Might Surprise You

The SEP IRA and Solo 401(k) have high contribution limits. But which will allow you to maximize your savings? Find out here.
March 29, 2024 | By Ashley Maready

Want to Maximize Your Credit Card Cash Back? Consider Investing It

Cash back credit cards can make your purchases cheaper. But keep reading to learn how to make your cash back work harder.
March 29, 2024 | By Matt Frankel, CFP®

The 5 Most Underrated Benefits of 401(k) Plans

401(k) plans are a great way to save for retirement and take advantage of employer matching, but there's a lot more to know. Keep reading for less-discussed perks.
March 27, 2024 | By Jordi Lippe-McGraw

3 Accounts You Should Set Up For Your Kids at Birth

Secure your child's financial future today. Learn how setting up these three key accounts early could pave their way to millionaire status.
March 25, 2024 | By Matt Frankel, CFP®

As Many as One-Third of Americans Are Making This Massive 401(k) Mistake. Are You One of Them?

Saving for retirement isn't always an easy task. Read on for one of the biggest retirement mistakes you need to avoid.
March 25, 2024 | By Chris Neiger

Here's How Much the Average 40 Year Old Has in Their 401(k)

Many Americans boosted their 401(k) contributions last year. Read on to find out how to increase yours if you're falling behind.
March 23, 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.
March 23, 2024 | By Matt Frankel, CFP®

Do You Have an IRA? These 2 Brokers Will Pay You to Save for Retirement

There are a couple of brokers that will give you a matching bonus on your IRA contributions. Read on to see how it can add up over time.
March 23, 2024 | By Chris Neiger

5 Little-Known Perks of 401(k) Plans

401(k) plans are great for building retirement savings. Read on to find out some benefits you may be overlooking.
March 22, 2024 | By Matt Frankel, CFP®

Do You Have a Side Hustle? Here's a Massive Tax Break You Might Be Overlooking

If you have any self-employment income, you qualify for special retirement accounts. Keep reading to learn more about your investment options.
March 20, 2024 | By Matt Frankel, CFP®

Here's How Much the Average 50-Year-Old Has in Their 401(k)

The average 50-something has more than half a million dollars in retirement savings, but will it be enough? Keep reading to learn more.