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Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

Jan. 22, 2026 | By James McClenathen

$50K in the Bank? Here's When It's Too Much -- and What to Do Instead

Keeping too much money in savings means missing out on investment gains. Here's what to do if you have more cash than you really need.
Jan. 22, 2026 | By James McClenathen

These AI Wealth Tools Are Replacing Spreadsheets for Families With $2M+ to Invest

If your finances are getting too complex to manage on your own, these services can help. Here's how they simplify budgeting, investing, taxes, and more.
Jan. 15, 2026 | By James McClenathen

How AI Is Making Wealth Management Easier -- and Cheaper

AI is changing wealth management -- but not how you think. Here's how some firms are using it to serve clients better.
Dec. 24, 2025 | By Joel O'Leary

This Is How Much You Should Have in Savings by 50. How Do You Compare?

Financial planners say you should have five to six times your income saved by age 50. Here's how that benchmark works, and what to do if you're behind.
Dec. 18, 2025 | By Joel O'Leary

These 3 Changes Are Coming to IRAs in 2026

IRA rules are shifting slightly in 2026. Here are three key changes, including higher income and contribution limits, and how to use them to your advantage.
Dec. 4, 2025 | By Jake FitzGerald

The Most Expensive Social Security Mistake People Keep Making

Claiming Social Security too early quietly costs retirees more than almost any other financial choice they make.
Nov. 22, 2025 | By Jake FitzGerald

Here's How to Maximize Your Social Security Check in 2026

A few simple moves can meaningfully increase your Social Security check in 2026 if you know where to focus.
Nov. 21, 2025 | By Jake FitzGerald

5 Common Myths About Social Security That Cost People Real Money

These Social Security myths are everywhere, but believing them can cost you real money in retirement.
Nov. 20, 2025 | By Jake FitzGerald

3 Social Security Rules People Get Wrong Every Year

A few Social Security rules trip up millions of people every year, and misunderstanding them can shrink your lifetime benefits.
Nov. 20, 2025 | By Jake FitzGerald

The Social Security Timing Move That Can Increase Your Benefit by 77%

The biggest Social Security raise you can give yourself has nothing to do with Congress. It's all about when you file.
Nov. 19, 2025 | By Jake FitzGerald

3 Social Security Mistakes That Cost Retirees Thousands Every Year

A few common Social Security mistakes can shrink your monthly check for the rest of your life. Here are the big ones to avoid.
Nov. 19, 2025 | By Jake FitzGerald

Social Security Won't Cover Enough. Here's What to Do Before You Retire

The average Social Security check won't come close to covering a full retirement. Here's how to build the rest of your plan before you leave work.
Nov. 16, 2025 | By Joel O'Leary

2026 IRA Limit Increase: What It Means and How to Optimize It

The IRS increased IRA limits for 2026. Learn the new caps, income rules, and smart moves to make the most of your retirement contributions.
Nov. 16, 2025 | By Joel O'Leary

Here's How Much You Need to Save Each Month to Max Out Your 401(k) in 2026

You'll need to save about $2,042 per month to max out your 401(k) in 2026. Here's how the new contribution limits work and how to hit them.
Nov. 13, 2025 | By Jake FitzGerald

IRS Just Raised Your 401(k) 2026 Contribution Limit: Here's How Much Extra You Can Save

The IRS just raised the 401(k) limit for 2026, giving workers more room to save and cut their tax bill next year.
Nov. 13, 2025 | By Joel O'Leary

2026 Contribution Limits Are Here: How Much You Can Save in Your 401(k) and IRA

The new 401(k) limit for 2026 contributions is $24,500, and the IRA limit has raised to $7,500 for savers under 50 years old.
Nov. 10, 2025 | By Jake FitzGerald

This Boring Habit Is Truly the Secret to Saving Money

The secret to saving isn't hustling harder; it's staying still. Here's why doing nothing might be the smartest money move you ever make.
Nov. 7, 2025 | By Jake FitzGerald

Here's How Many People Actually Save $1 Million for Retirement

Most Americans won't retire with $1 million. Here's what it really takes to build lasting income and peace of mind.
Oct. 31, 2025 | By Joel O'Leary

4 Things Millionaires Do With Every Paycheck

Millionaires pay themselves first, invest like robots, scale up with raises, and put every dollar to work its hardest. Here's how to adopt these habits.
Oct. 30, 2025 | By Jake FitzGerald

Only 10% of Americans Follow This Key Social Security Rule That Could Boost Their Retirement Income

Only 10% of Americans delay Social Security until 70. Waiting could mean thousands more in lifetime retirement income.
Oct. 29, 2025 | By James McClenathen

This Simple Change Could Boost Your Retirement Savings by $33,000 to $600,000

Americans contribute 12% to their 401(k)s on average. Increasing that to 15% could make them a lot richer by retirement age. Here's how.
Oct. 28, 2025 | By Joel O'Leary

Here's How Much You Need to Save Each Month to Retire With $2 Million

Starting at age 30, you'd need to invest $968 every month to retire at 65 with $2 million. Here's how much you need if you begin saving later.
Oct. 24, 2025 | By Jake FitzGerald

Social Security's 2026 COLA Is Set at 2.8%. Here's How Much More You'll Get

Social Security's 2026 COLA is 2.8%, adding about $54 a month for retirees. Here's what that raise really means.
Oct. 24, 2025 | By Jake FitzGerald

Here's How the 2026 Tax Bracket Changes Could Boost Your Retirement Income

The IRS raised 2026 tax brackets and deductions, giving retirees more room to keep their income tax-free. Here's how to make the most of it.
Oct. 23, 2025 | By Joel O'Leary

I'm a Millionaire, but I Still Do These 5 Frugal Things

Here's why I still cut my own hair, wear decade-old clothes, and wash my own car even though I've crossed millionaire status.