Broker Articles

Two people looking at asset prices on investing apps.

Sept. 27, 2023 | By Lyle Daly

This Is the Most Common Misconception I've Heard About Investing

Investing isn't as hard as you might think. Discover one of the most common misconceptions people have about investing and why it's incorrect.

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

Sept. 26, 2023 | By Chris Neiger

Workers in These 3 Industries Have the Most Money in Their 401(k)s

The average 401(k) has a balance of about $112,000. Here's who is saving the most and how you can jumpstart your retirement savings.

A worried couple looks at paperwork and a laptop.

Sept. 26, 2023 | By Brittney Myers

This Is the Average 401(k) Balance. How Do You Compare?

Gauging where you stand compared to other savers can help put things in perspective. Here are the numbers for 401(k) balances.

Woman making calculations as she uses her laptop.

Sept. 25, 2023 | By David Chang, ChFC®, CLU®

If the Fed Hikes Interest Rates Again, What Will Happen to Your Investments?

We've been living through uncertain financial times. Learn what happens when the Fed raises interest rates and how you can prepare for any market changes.

A stylishly dressed man sitting on an expensive-looking couch in a lavishly decorated room.

Sept. 23, 2023 | By Brittney Myers

3 Mistakes High Net Worth Clients Make When Investing

Money doesn't buy investment omnipotence. Here are some of the mistakes even the wealthiest investors make.

Couple sits together while one reads a newspaper and the other browses social media

Sept. 20, 2023 | By Emma Newbery

Government Shutdown Looks Increasingly Likely. Here's How It Could Impact Your Investments

If Congress can't pass various bills in the coming weeks, a government shutdown or partial shutdown is inevitable. See how it could affect your portfolio.

A business advisor uses a laptop while meeting with a client in their home.

Sept. 14, 2023 | By David Chang, ChFC®, CLU®

Need to Roll Over a 401(k)? Try This Tactic to Save on Tax Payments

This tactic provides an opportunity to grow your retirement savings and reduce your tax burden in the long run. Read on to learn more!

Mature couple rowing together in a canoe.

Sept. 14, 2023 | By Emma Newbery

Will You Be Able to Maintain Your Lifestyle When You Retire? Around 50% of Americans Won't

If you're one of the many households that may struggle financially when you retire, there are steps you can take today. Find out how to get back on track.

young man sitting at desk using laptop and thinking

Sept. 14, 2023 | By Emma Newbery

Cash vs. Stocks: Where Should You Park Your Cash?

Savings accounts are paying record-high interest rates, making them an attractive option. Find out why stock market investments may still make sense.

A couple looks at paperwork worriedly inside.

Sept. 14, 2023 | By Brittney Myers

For Your Short- and Mid-Term Financial Goals, Put Your Money Here

Keeping money under the mattress isn't safe from thieves or inflation. Here's where to put your shorter-term savings instead.

Financial advisor discusses credit scores with a client.

Sept. 13, 2023 | By Chris Neiger

Should You Use AI as Your Financial Advisor? A Surprising Proportion of Americans Think So

Nearly one-third of Americans are open to financial advice from AI. Read on to find out why that might not be the best idea.

Man sits at laptop and appears to be in thought.

Sept. 12, 2023 | By Chris Neiger

More People Are Tapping Into Their 401(k)s During Hardship. Here's Why

Some Americans are raiding their 401(k)s to pay for housing. Read on to discover why people are tapping into their retirement savings.

An older adult sitting crosslegged on the couch while typing on a laptop.

Sept. 12, 2023 | By David Chang, ChFC®, CLU®

5 Ways to Plan Ahead if Retirement Contribution Limits Rise in 2024

Contribution limits are expected to rise in 2024. Take a look at the steps you can take to be prepared.

An upset person with a creased brow looks at their smartphone screen.

Sept. 12, 2023 | By Chris Neiger

Here's What You Can Do When Your Financial Planner Invests in an Asset Without Your Approval

Financial planners can't invest money without your consent. Read on to find out what steps you can take when they do.

Sept. 11, 2023 | By Matt Frankel, CFP®

IRS Announces Delay in Rule Change for Catch-Up Contributions

Catch-up contributions can give higher earners a tax break for another couple of years. Read on to find out more.

An older couple pays bills at the kitchen table using a laptop.

Sept. 11, 2023 | By Brittney Myers

This Is the Average American's Retirement Income. How Do You Compare?

The average and median levels of retirement income vary widely. Here's a look at the data.

Sept. 11, 2023 | By Robin Hartill, CFP

Trying to Find a Forgotten 401(k)? Here's How to Track It Down

When you leave a job, you still own your 401(k) money, but finding old accounts can be difficult. Find out how to locate your old 401(k).

Sept. 10, 2023 | By Chris Neiger

Want to Retire Early? Here's How Much Money You'll Need

There's no standard amount that works for everyone. But here's how much you might need to save and how you should withdraw your money.

Two colleagues analyze a financial chart on a computer.

Sept. 9, 2023 | By Chris Neiger

When the Stock Market Recovers, This Is the One Type of Investor You Don't Want to Be

Investing can be a great way to grow your money, but not all opportunities are equal. Here's why you should avoid all-or-nothing investing.

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

Sept. 7, 2023 | By Ashley Maready

Tori Dunlap Describes Herself as an 'Index Fund Girly All the Way.' Here's What We Can Learn From Her Investing Strategy

Investing doesn't have to mean spending hours researching stocks. Discover why one finance expert swears by index funds.

Mature woman working from laptop with documents in hand.

Sept. 6, 2023 | By Ashley Maready

Should You Continue to Work Even With Retirement Income?

Is it really retirement if you've still got a job? Keep reading to learn why you might consider working even in "retirement."

Two young adults wearing loungewear use their devices and a pad of paper to discuss finances.

Sept. 6, 2023 | By Dana George

Want to Invest but Short on Cash? Here Are 5 Ways to Make It Happen

You don't have to be wealthy to invest. Here's how to get started, even if you're short on cash.

Young couple skeptically looks at information on a laptop screen

Sept. 5, 2023 | By Dana George

How to Invest in the Stock Market With Just $50

It's possible to begin investing with as little as $1. Here's how to do it.

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

Sept. 1, 2023 | By Lyle Daly

You Won't Believe How Many Adults Don't Have Any Retirement Savings

Not saving enough could put your retirement at risk. See recent data on Americans' retirement savings and learn what you can do to increase your own.

Aug. 28, 2023 | By Steven Porrello

How Long Does $2 Million Last Once You Retire?

A $2 million nest egg may seem like enough to retire on. Learn how much $2 million will last and if you'll need more.

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