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Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

Feb. 27, 2026 | By Joel O'Leary

Dear Wife, Here's What to Do With Our Money if I Die Early

If you manage the household finances and die unexpectedly, your spouse could be left scrambling. Here's a practical roadmap to help them take over without the stress.
Feb. 26, 2026 | By Joel O'Leary

Here's What Investing $500 a Month for 10 Years Would Actually Get You

Investing $500 a month for 10 years could grow to over $100,000 -- even starting from zero. Here's what compound growth looks like and how to start today.
Feb. 25, 2026 | By Joel O'Leary

Here's My Roth IRA Balance After 10 Years of Maxing It Out

I've maxed out my Roth IRA every year since 2017. Here's my real balance after 10 years -- and what it could grow to by retirement.
Feb. 25, 2026 | By Joel O'Leary

4 Ways to Invest $1,000 Right Now

Have $1,000 to invest? Here are four smart moves -- from paying off debt to index funds and high-yield savings -- that can grow your money in 2026.
Feb. 16, 2026 | By Joel O'Leary

The Best Roth IRA Account for 2026, Hands Down

Charles Schwab offers no fees, thousands of investment options, and an easy platform, making it the top Roth IRA choice for 2026.
Jan. 22, 2026 | By James McClenathen

$50K in the Bank? Here's When It's Too Much -- and What to Do Instead

Keeping too much money in savings means missing out on investment gains. Here's what to do if you have more cash than you really need.
Jan. 22, 2026 | By James McClenathen

These AI Wealth Tools Are Replacing Spreadsheets for Families With $2M+ to Invest

If your finances are getting too complex to manage on your own, these services can help. Here's how they simplify budgeting, investing, taxes, and more.
Jan. 15, 2026 | By James McClenathen

How AI Is Making Wealth Management Easier -- and Cheaper

AI is changing wealth management -- but not how you think. Here's how some firms are using it to serve clients better.
Dec. 24, 2025 | By Joel O'Leary

This Is How Much You Should Have in Savings by 50. How Do You Compare?

Financial planners say you should have five to six times your income saved by age 50. Here's how that benchmark works, and what to do if you're behind.
Dec. 18, 2025 | By Joel O'Leary

These 3 Changes Are Coming to IRAs in 2026

IRA rules are shifting slightly in 2026. Here are three key changes, including higher income and contribution limits, and how to use them to your advantage.
Dec. 4, 2025 | By Jake FitzGerald

The Most Expensive Social Security Mistake People Keep Making

Claiming Social Security too early quietly costs retirees more than almost any other financial choice they make.
Nov. 22, 2025 | By Jake FitzGerald

Here's How to Maximize Your Social Security Check in 2026

A few simple moves can meaningfully increase your Social Security check in 2026 if you know where to focus.
Nov. 21, 2025 | By Jake FitzGerald

5 Common Myths About Social Security That Cost People Real Money

These Social Security myths are everywhere, but believing them can cost you real money in retirement.
Nov. 20, 2025 | By Jake FitzGerald

3 Social Security Rules People Get Wrong Every Year

A few Social Security rules trip up millions of people every year, and misunderstanding them can shrink your lifetime benefits.
Nov. 20, 2025 | By Jake FitzGerald

The Social Security Timing Move That Can Increase Your Benefit by 77%

The biggest Social Security raise you can give yourself has nothing to do with Congress. It's all about when you file.
Nov. 19, 2025 | By Jake FitzGerald

3 Social Security Mistakes That Cost Retirees Thousands Every Year

A few common Social Security mistakes can shrink your monthly check for the rest of your life. Here are the big ones to avoid.
Nov. 19, 2025 | By Jake FitzGerald

Social Security Won't Cover Enough. Here's What to Do Before You Retire

The average Social Security check won't come close to covering a full retirement. Here's how to build the rest of your plan before you leave work.
Nov. 16, 2025 | By Joel O'Leary

2026 IRA Limit Increase: What It Means and How to Optimize It

The IRS increased IRA limits for 2026. Learn the new caps, income rules, and smart moves to make the most of your retirement contributions.
Nov. 16, 2025 | By Joel O'Leary

Here's How Much You Need to Save Each Month to Max Out Your 401(k) in 2026

You'll need to save about $2,042 per month to max out your 401(k) in 2026. Here's how the new contribution limits work and how to hit them.
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.