Please ensure Javascript is enabled for purposes of website accessibility

This device is too small

If you're on a Galaxy Fold, consider unfolding your phone or viewing it in full screen to best optimize your experience.

Skip to main content

Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

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.
Oct. 23, 2025 | By Jake FitzGerald

Do You Really Need $1 Million Saved to Retire in 2025?

Discover whether saving $1 million is truly necessary to retire in 2025 -- and what matters most instead of chasing a magic number.
Oct. 18, 2025 | By Joel O'Leary

Are You Upper, Middle, or Lower Class? Here's the Income Cutoff

To land in the top 20% of U.S. households, you'll need to earn $153,001 or more. Here's where your income puts you, plus what really matters.
Oct. 18, 2025 | By Joel O'Leary

This Is How Much You Should Have Saved by Age 40 in 2025

Turning 40? Here's how much you should have saved, plus smart ways to grow your money faster in 2025.
Oct. 17, 2025 | By Joel O'Leary

My Friend Found $40,000 Sitting in an Old 401(k) -- You Might Have One Too

A friend just rediscovered a 401(k) from his first job, and realized he's missed out on years of growth. Here's how to avoid the same mistake.
Oct. 17, 2025 | By Joel O'Leary

Here's How Much the Average 60-Year-Old Has in Their 401(k)

The median 401(k) balance for 60-somethings is $187,957 (Empower) or $95,642 (Vanguard). Here's how to catch up if you're behind on savings.
Oct. 16, 2025 | By Joel O'Leary

The Forgotten 401(k) Mistake That Could Cost You $500,000 in Retirement

Millions of Americans have left behind old 401(k)s worth $2 trillion. Here's why that mistake could cost you $500,000, and how to fix it.
Oct. 16, 2025 | By Jake FitzGerald

Retirees Could Save Thousands Under the 2026 Tax Brackets, Here's How

The new 2026 tax brackets could save retirees thousands. Here's how to use the higher deductions and income thresholds to your advantage.
Oct. 16, 2025 | By Joel O'Leary

9 Stealth Wealth Moves That Keep You Rich (and Off Everyone's Radar) in 2025

In 2025, quiet wealth wins. Try these nine stealth wealth habits to stay rich, private, and financially free.
Oct. 15, 2025 | By James McClenathen

I Have Over 3X My Salary in Retirement Savings at Age 38. Here's How I Got There

Start early, invest aggressively, and stay the course -- it's as simple as that. Here's a smart and simple way to save for retirement.
Oct. 15, 2025 | By Joel O'Leary

Here's How I Double My Net Worth Every 10 Years

I use simple index funds and a target 7.2% average annual return to double my net worth roughly every decade. Here's how you can too.
Oct. 15, 2025 | By Ryan Wilcox

Should You Buy Stocks on E*TRADE in 2025?

E*TRADE stays a top broker in 2025, but new rivals offer key perks it lacks. Compare the best brokers before you invest.
Oct. 15, 2025 | By Jake FitzGerald

Here's How Driving an 18-Year-Old Car Is Helping Me Retire Early

Keeping my 18-year-old car has saved me tens of thousands of dollars, and it's quietly speeding up my path to early retirement.
Oct. 12, 2025 | By Brooklyn Sprunger

How I Turn My Side-Hustle Money Into Long-Term Wealth

I flip furniture on weekends and invest every dollar through my Schwab account. Here's how turning side income into investments builds real wealth.
Oct. 10, 2025 | By Joel O'Leary

7 Habits of 401(k) Millionaires (That You Can Start Today)

These simple habits have helped over 500,000 Americans become 401(k) millionaires. Here's how you can start building yours today.