Broker Articles

Senior couple analyzing expenses using a notebook and calculator.

June 7, 2022 | By Charlie Pastor, CFP®

2 Reasons Companies Don't Offer Pensions Anymore

Why are pension plans disappearing in America? These two reasons might be the cause.

A man standing in his living room and looking between two pieces of paper held in each hand.

June 7, 2022 | By David Chang, ChFC®, CLU®

3 in 4 Millionaires Say This Is Key to Financial Success

The largest study of millionaires ever conducted shows that the key to becoming one is through regular and consistent investing over the long term.

Two people walking through an empty room in a house with a realtor.

June 4, 2022 | By Dana George

Should You Raid Your Retirement Account to Buy a Home?

It may be tempting to take money from a retirement account to buy a home. If you're considering it, read this article first to learn if it's a good idea.

A man viewing charts on multiple computer monitors.

May 19, 2022 | By David Chang, ChFC®, CLU®

I Made This Huge Money Mistake in College -- and Have Regretted It for Over 20 Years

We all make money mistakes. Here is one mistake I made in college that I will never forget and two important lessons I learned.

A middle-age couple smiling and sitting on the back of a car in a field.

May 15, 2022 | By Charlie Pastor, CFP®

Are Roth Accounts on the Way Out? Here's What You Need to Know

Are we on the verge of a Roth-free America? According to Congress's latest move, the answer is no. Find out more.

Young couple and their dog lying in a camper van next to a surfboard.

April 27, 2022 | By Lyle Daly

Could You Retire Early? Here's What Dave Ramsey Thinks

Dave Ramsey recommends a bridge investing strategy to people interested in early retirement. Learn how this works and what Ramsey thinks about retiring early.

Two mature colleagues discuss while looking at a laptop in an office.

April 21, 2022 | By Brittney Myers

Could You Retire Early? Here's What Suze Orman Thinks

Living your life stuck in a nine to five job isn't appealing to many. But could -- or should -- you retire early? Suze Orman says probably not.

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

March 19, 2022 | By Natasha Etzel

Many Women Are Investing and Saving for Retirement in Their Early 20s, Study Shows

Young women are investing and saving for retirement in their early 20s. A recent study examined the financial decisions that women are making. Find out more.

Older couple looking at financial paperwork

Jan. 2, 2022 | By Dana George

Think You're Too Old to Become a Millionaire? Think Again

If you believe you're too old to build wealth, keep reading. We outline steps that can be layered to help make you financially secure.

A woman puts a coin into a jar labelled "savings."

Dec. 14, 2021 | By Dana George

7 Clever Moves to Make With Your Money Before the End of the Year

If you're worried about leaving loose ends with your money in 2021, keep reading. Here are seven moves to make before the new year.

Young man pausing from using his laptop to look at a calendar.

Oct. 16, 2021 | By Dana George

This Single Piece of Money Advice From Warren Buffett Could Save You Thousands

You don't need a complex strategy to grow your money. You just have to do one thing.

A person talking on the phone while sitting at a home office desk with a puppy in their lap.

Oct. 8, 2021 | By Brittney Myers

Robinhood Launches 24/7 Phone Support

Robinhood recently upgraded its phone support option. Here's a look at how -- and how well -- it works.

A man texting on his cell phone while sitting in an outdoor square between buildings.

Oct. 7, 2021 | By Brittney Myers

3 Reasons Investors Still Love Robinhood

The headlines make Robinhood seem like a questionable choice. Here's a look at why investors are sticking with the troubled trading app.

A woman looking at her finances with a laptop and phone.

Oct. 6, 2021 | By Brittney Myers

Done With Robinhood? Check Out These 2 Investing Apps

Robinhood's reputation has been through the wringer this year. Take a look at these alternative investing apps.

Two older adults discuss finances using a tablet on a couch.

Sept. 28, 2021 | By Brittney Myers

Do You Have Enough Money in Your Brokerage Account? Here's How to Find Out

Saving for retirement is more important than ever. Here's how to evaluate your brokerage accounts with an eye on retirement.

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

Sept. 27, 2021 | By Dana George

How Much Money Should You Have in Your Brokerage Account by Age 30?

No one knows what today's 30-year-olds should expect from Social Security, so it's up to you to prep for retirement. Here's how much you need in a brokerage account.

A person using a wheelchair types on a tablet while sitting at a table in a public space.

Sept. 26, 2021 | By Dana George

How Ignoring Your Brokerage Account Could Cost You Thousands

Ignoring your brokerage account is the fastest way to lose money. Find out how it could cost you more than you imagine.

A middle-aged couple embraces happily in a kitchen.

Sept. 26, 2021 | By Brittney Myers

How Much Money Should You Have in Your Brokerage Account by Age 40?

There are a few different ways to grade your retirement readiness in your 40s. Here are a few simple methods.

A female college student taking notes while studying on a laptop.

Sept. 21, 2021 | By Brittney Myers

The 1 Mistake I Made When Opening a New Brokerage Account

We've all made mistakes with our personal finances. Here's how one investor stumbled when opening a new brokerage account.

two men sitting at desk speaking to woman in business attire

Sept. 19, 2021 | By Brittney Myers

Should You Use the Same Broker for Stocks and Crypto?

Where you invest may be just as important as how you invest. See whether you should diversify your brokerages for stocks and crypto.

Senior couple meets with male professional.

Sept. 15, 2021 | By Dana George

Why It's Never Too Late to Open a Brokerage Account

No matter how old you are, a brokerage account can help grow your money. Here's why it's never too late to invest.

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

Aug. 29, 2021 | By Dana George

This 10-Second Brokerage Account Update Could Save You Thousands

It takes mere seconds to make a change to your brokerage account that grows your investments at a faster pace. Here's what to know.

A worried-looking man and woman sitting on their couch and going through paper bills with a laptop open on the coffee table.

Aug. 28, 2021 | By Dana George

Will Your Brokerage Account Be Wiped Out When the Market Crashes?

Do you worry about the next big stock market crash? Here's how to know whether you should be concerned about your investments.

A smiling person sitting on a couch near a window and holding a cell phone.

Aug. 28, 2021 | By Brittney Myers

3 Places to Buy Stocks That Are Better Than Robinhood

Robinhood is popular, but it has some undeniable downsides for investors. Here are some online brokers that might offer a better investing experience.

An older couple sit at a table and go over their finances.

Aug. 19, 2021 | By Dana George

Where to Open a Retirement Account if You Have No Idea What You’re Doing

Opening a retirement account may feel intimidating, but getting started is easy, even if you don't know what you're doing. Here's how and where to open an account.

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