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

Oct. 19, 2024 | By Danielle Antosz

Got an Old 401(k)? Here's What to Do With It

Not sure what to do with an old 401(k)? Learn about your options, from keeping it where it is to rolling it into an IRA or new 401(k), and avoid costly mistakes.
Oct. 18, 2024 | By Steve Strauss

The Magic Money Trick People in Their 20s Need to Know

Discover the magic of compound interest and why starting in your 20s can lead to substantial wealth down the road. Learn how to make it work for you.
Oct. 18, 2024 | By Cole Tretheway

The Fastest Way to Go Into Debt When Investing

Leverage leaves you vulnerable to a glitch in human psychology. Find out why many smart investors avoid investing with debt.
Oct. 15, 2024 | By Maurie Backman

How Much Should You Save for Retirement if You Earn $50,000 a Year?

You can save well for retirement on a $50,000 salary. Read on to see what target you should aim for.
Oct. 15, 2024 | By Maurie Backman

Want $500,000 in Retirement Savings? Here's What You Need to Save Each Month

Building a $500,000 nest egg may be more feasible than you'd think. Read on to see how to get there.
Oct. 14, 2024 | By Lyle Daly

How Much Money Should You Have in Your 401(k) by Age 50?

It can be tough to figure out if you're on track for retirement. Here's a helpful guideline on how large your 401(k) balance should be by age 50.
Oct. 14, 2024 | By Matt Frankel, CFP®

Have an Old 401(k)? You Can Get a Great Bonus for Moving It to This Broker

Many brokers offer bonuses for rollover IRAs, but this one is among the best we've seen. Here's what you need to know.
Oct. 13, 2024 | By Maurie Backman

How Much Money Should You Have in Your 401(k) by Age 60?

There are guidelines on how much retirement savings you should have at certain ages. But there's also some wiggle room. Read on to learn more.
Oct. 11, 2024 | By Ben Gran

Just 30% of Americans Have $100K Saved for Retirement. See How to Join Them

The top 30% of Vanguard investors have reached one big milestone. See if your retirement savings are falling behind -- and how to maximize your investments.
Oct. 8, 2024 | By Jordi Lippe-McGraw

The Average 20-Something Has $6,264 in Retirement Savings. But Is That Enough?

Wondering if your 20s are too early to start saving for retirement? Learn how to grow your savings and take control now.
Oct. 8, 2024 | By Devon Delfino

The Average 30-Something Has $180,000 in Retirement Savings. But Is That Enough?

You should save about 25 times your desired salary in retirement. Read on to discover whether your age group is on track to retire, plus options to catch up.
Oct. 6, 2024 | By Emma Newbery

Here's How Much Money It Takes to Be Rich

Americans view a net worth of $2.5 million as rich and $778,000 to be financially comfortable. Find out how you can become rich -- or at least richer.
Oct. 6, 2024 | By Emma Newbery

Millennials Are Out-Saving Boomers, Analysis Shows

Millennials could be better placed than boomers when it comes to retirement. Find out how to maintain the same quality of life once you stop work.
Oct. 4, 2024 | By Cole Tretheway

These Are the 2 Most Popular Brokers. Should You Open an Account With One?

Fidelity and Charles Schwab are two of the most popular stock brokers. Find out whether it's worth opening an account with either one.
Oct. 3, 2024 | By Cole Tretheway

These 3 Modern Investing Apps Will Match Your IRA Deposits Like Employers

No employer, no problem. Find out how much investing apps will match your retirement contributions.
Oct. 1, 2024 | By Christy Bieber

Forget About CDs. If You're Saving for Retirement, Your Money Belongs Here Instead

CDs may seem like a good way to save for retirement because they're a pretty safe investment. But there are better places for your funds. Find out where.
Sept. 29, 2024 | By Danielle Antosz

Need $1,000 Fast? A New IRS Rule Lets You Pull It out of Retirement Savings

Learn how the new emergency personal expense withdrawal rule works and how it can impact your retirement plans.
Sept. 28, 2024 | By Ben Gran

The Biggest Money Move You Should Make After Fed Rate Cuts

What if the best money move after Fed rate cuts is to do nothing? See why you and your personal finances might want to stick to the plan into 2025.
Sept. 28, 2024 | By Emma Newbery

Nearing Retirement? Here's What the Fed Rate Cut Means for You

The Fed's rate cuts are a mixed bag for anyone nearing retirement. Find out how lower rates will impact your money and what you can do about it.
Sept. 28, 2024 | By Emma Newbery

​​3 Reasons Why Retirees Should Forget About CDs

Not only are rates falling but taxes on CD interest can seriously reduce your gains. See why CDs aren't as great a place for your nest egg as they first seem.
Sept. 27, 2024 | By Ben Gran

Prediction: Your Investment Accounts Will Probably Keep Going Up After the Fed Rate Cut

Wondering if Fed rate cuts will make the stock market go up? See why there is reason for optimism for stock market investors.
Sept. 27, 2024 | By Natasha Etzel

Here's What I'm Doing to Catch Up on Retirement Contributions in My 30s

All hope is not lost if you're just getting started saving for retirement in your 30s. These tips may help you get closer to your retirement goals.
Sept. 24, 2024 | By Emma Newbery

Here's How Your Side Hustle Can Make You a Millionaire

On average, side hustles make an extra $688 a month. Find out how you can use that money to build wealth for the future.
Sept. 24, 2024 | By Lyle Daly

These Are the Biggest Brokerage Firms. Is One the Best Place for Your Money?

The largest brokerage firms manage trillions of dollars in assets. See which brokers top the list and find out if one of them is right for you.
Sept. 23, 2024 | By Ben Gran

This Popular Robo-Advisor Now Only Has a $100 Minimum

You don't need a lot of money to open a robo-advisor account. See which popular brokerage just reduced its minimum investment to $100.