Broker Articles

Jan. 23, 2024 | By Dana George

I Plan on Saving Far More Money in 2024 by Making This One Move

Being self-employed offers some pretty great benefits. Here's one way self-employed individuals can save for the future while saving on taxes.

An older couple laughing while riding a moped.

Jan. 18, 2024 | By Dana George

Wonder How Much You'll Need to Retire? Here's Where You Start

Ideally, anyone who dreams of retirement will have the money they need once they stop working. Find out how you can begin to plan.

Man with glasses using laptop looks away appearing to be in thought.

Jan. 9, 2024 | By Ashley Maready

Over a Quarter of Americans Made This Dangerous Money Move Last Year

Money is money, right? Not necessarily. Learn why tapping your retirement savings early can cost you in a few ways.

Two people looking at asset prices on investing apps.

Jan. 8, 2024 | By Emma Newbery

4 Ways to Invest $1,000 in 2024

Investing can be a great way to beat inflation and get rich over time. Discover four ways you might use $1,000 to build wealth this year.

Young Couple High-Fiving In Front Of Laptop

Jan. 5, 2024 | By Emma Newbery

3 Millionaire Habits to Adopt in 2024

Wealth-building habits can make a dramatic difference to your finances over time. Find out what changes you could make in 2024.

Young couple lying in RV with dog looking out over mountains

Dec. 30, 2023 | By Matt Frankel, CFP®

This Dave Ramsey Retirement Advice Is Wrong and Dangerous

The popular financial guru recently gave an opinion on retirement withdrawals. Here's why you shouldn't listen to this particular Ramsey advice.

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Dec. 25, 2023 | By Matt Frankel, CFP®

Here's How You Can Invest $15,300 Tax-Free in 2024

You have options when you want to invest, avoid taxes, and set yourself up for a bright financial future. Check out two worth considering.

A young adult tracks and trades stocks on a computer.

Dec. 25, 2023 | By Robin Hartill, CFP

This Investing Strategy Used by the Top 1% Is Becoming Mainstream -- and Helping People Pay Less in Taxes

Direct indexing is a strategy of buying the stocks in an index instead of an index fund. Learn why it's easier for regular investors to try this approach.

An adult checks their online brokerage account using their tablet and smartphone.

Dec. 21, 2023 | By Matt Frankel, CFP®

Starting to Invest in 2024? These Brokers Make It Easy

New investors should look for certain features when choosing a broker. Find out which three brokers could be a great fit.

An older couple sit on their back porch, sip coffee, and enjoy the morning.

Dec. 19, 2023 | By Emma Newbery

Is $1 Million Enough for a Comfortable Retirement?

$1 million could generate an annual income of $40,000. Combined with Social Security benefits, that may be enough for some retirees. Learn how to tell.

A young adult monitors the stock market while studying finance at home.

Dec. 18, 2023 | By Lyle Daly

3 Costly Mistakes That Young Investors Make

Investing mistakes can cost you time and money. Learn about some of the typical mistakes that young investors make so you can avoid them.

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Dec. 17, 2023 | By Emma Newbery

Which of These 3 Millionaire Habits Do You Follow? And Will They Make You Rich?

Many self-made millionaires didn't sacrifice learning or relationships so they could spend more hours in the office. Here's what we can learn from their habits.

Well-dressed mature couple enjoying wine with a fancy meal.

Dec. 16, 2023 | By Lyle Daly

Should You Invest in Watches, Wine, or Other Luxury Goods?

Luxury goods can increase significantly in value. Find out if they're a good investment opportunity or if you're better off with more traditional options.

Dec. 12, 2023 | By Ashley Maready

Want to Contribute More to Your IRA for 2023? There's Good News on That

The clock is ticking down to a new year. Learn why it's not too late to lower your 2023 tax bill with IRA contributions.

Dec. 6, 2023 | By Matt Frankel, CFP®

Do You Have an Old 401(k)? This Broker Offers a Huge Bonus for Rolling It Over

Robinhood is known for catering to active traders, but it could be worth a closer look for your retirement savings. Find out why.

A financial advisor and her female client sitting together on a couch and looking at a laptop.

Dec. 3, 2023 | By Cole Tretheway

3 Little-Known Reasons to Put Money in an IRA

IRAs offer more than tax benefits. Discover three little-known reasons to put money in individual retirement accounts.

A man wearing headphones and working from a desk in his living room while petting his dog.

Dec. 1, 2023 | By Cole Tretheway

Higher Limits Aren't Everything: My Reasons for Not Switching to a SEP IRA

Self-employed savers can open SEP IRAs with high limits. Find out why some may prefer to stick with Roth IRAs instead.

A young adult sits cross-legged while typing on a laptop in their bedroom.

Nov. 28, 2023 | By Lyle Daly

5 Costly Mistakes to Avoid With Your Investments in 2024

Your investments can help you build wealth, if you manage them well. Learn about the biggest investing errors to avoid in the new year.

A smiling person lying on a bed while searching on a laptop.

Nov. 27, 2023 | By Lyle Daly

3 Smart Investing Habits to Build Your Wealth in 2024

Investing is widely recommended to improve your finances. Discover a few smart investing habits that will help you build wealth in 2024.

A woman looking at her finances with a laptop and phone.

Nov. 26, 2023 | By Cole Tretheway

3 Smart Ways to Invest $1,000 in 2024

Interest rates are the highest they've been since 2007. Discover three smart ways to invest $1,000 in 2024.

A man sitting at a sunny desk and looking up something on a laptop.

Nov. 25, 2023 | By Lyle Daly

Should Your Emergency Fund Go in an Investment Account?

It's important to have your emergency fund in the right place. Find out if it's a good idea to put your emergency fund in an investment account.

A person holding his head in his hands while looking disappointed at his laptop.

Nov. 24, 2023 | By Cole Tretheway

I Won't Be Making This One $11,000 Mistake Again in 2024

Missing out on tax breaks can cost you five figures. Find out how one mistake could cost me over $11,000.

Two people sitting at their kitchen table with an open laptop, paperwork, and a calculator.

Nov. 16, 2023 | By Matt Frankel, CFP®

Is Buying High-Yield CDs in Your IRA in 2024 Your New Tax Hack?

Using a high-yield CD can result in a tax bill. But find out how an IRA can help you avoid it.

Man reviewing information on his phone and laptop at home

Nov. 15, 2023 | By Emma Newbery

Here's What Happens When You Invest $500 a Month

Making consistent contributions to your investment account is a great way to build wealth. Here's how $500 a month could eventually make you a millionaire.

A man typing on a laptop while sitting at a table in a cafe.

Nov. 15, 2023 | By Lyle Daly

Here's How to Invest When the Market Is Down

Every investor needs to know how to navigate a down market. Learn about a strategy that avoids losses and offers significant long-term benefits.

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