Broker Articles

A person looking stressed and thoughtful while sitting on their couch.

Feb. 8, 2024 | By Lyle Daly

3 Signs You're Saving Too Much for Retirement

Saving too much for retirement is a rarely discussed topic. Check out a few warning signs that you could be making this mistake.

A happy couple on a couch with receipts and a laptop.

Feb. 8, 2024 | By Matt Frankel, CFP®

1 Smart Decision That Could Open the Door to a Million-Dollar Nest Egg

Here's a decision that could help you achieve financial independence. Learn how it can save you money every year.

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

Feb. 6, 2024 | By Ashley Maready

Waiting Until Your 40s to Save for Retirement? Here's Why That's a Bad Idea

You're not going to retire until your 60s or 70s, so why save and invest any sooner than you have to? Learn why it's better to start as early as you can.

Three young people looking at a phone that one of them was holding.

Feb. 4, 2024 | By Lyle Daly

3 Dangers of Getting Investing Advice on TikTok

Investing advice is popular on TikTok. Check out recent data to learn why you're better off getting advice elsewhere.

A man looking upset while reading something on his phone.

Feb. 1, 2024 | By Lyle Daly

Here's Why It's Dangerous When You Borrow Money to Invest

Investors who want to increase their returns sometimes turn to borrowing money. Learn why this can be one of the worst financial decisions you make.

Couple looking over paperwork together in the kitchen.

Feb. 1, 2024 | By Natasha Etzel

Here's How Much You Can Contribute to an IRA in 2024

Annual contribution limits for individual retirement accounts (IRAs) have increased for 2024. Find out how much they are and learn what else has changed.

A smiling young adult sitting in an armchair in a sunny room while looking at a phone.

Jan. 31, 2024 | By Lyle Daly

4 Reasons to Open a New Investment Account in 2024

Having the right investment accounts can help you reach your financial goals. Learn a few reasons you may want to open a new one this year.

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

Jan. 26, 2024 | By Matt Frankel, CFP®

One Way to Get the Highest Possible Yields From Your CDs

Brokered CDs can help you extract more yield, and can offer several other advantages. Keep reading to learn about this special category of CD.

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.

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.

A couple smiles excitedly at their laptop screen in their living room.

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 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.

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.

Bald person with beard stands in office with creative colleagues, smiling at camera.

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.