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Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

Oct. 23, 2024 | By Cole Tretheway

Here Are My 3 Worst Investment Decisions (and How I Survived Them)

Three investment blunders nearly wrecked my portfolio. Check out these hard-earned lessons before you dive into the market with your pants down.
Oct. 22, 2024 | By Matt Frankel, CFP®

IRA Contribution Rules Are Changing in 2025. Here's What That Means for You

There are some significant changes coming, and we don't just mean higher contribution limits. Keep reading for new IRA rules.
Oct. 21, 2024 | By Emma Newbery

Millions of Americans Have $50,000 or More in Forgotten 401(k)s. Here's How to Make Sure You Don't

There are over 29 million unclaimed workplace retirement accounts, containing over $1.5 trillion in total. Find out how to track down any lost 401(k)s in your name.
Oct. 20, 2024 | By Cole Tretheway

I'm Saving an Extra $3,000 This Year Thanks to One Simple Change

Discover how I'm boosting my retirement savings without lifestyle changes. Learn the psychology behind effective saving and how to implement it yourself.
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 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. 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. 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. 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.
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 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 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 Cole Tretheway

Why Your Traditional IRA May Be Your Riskiest Investment

Traditional IRAs aren't as safe as you'd think. Find out why opening an account could result in losing money.
Sept. 20, 2024 | By Chris Neiger

Prediction: This Is the Best Place to Invest Your Money for the Next 20 Years

Your retirement portfolio doesn't need to be fancy. Read on to find out why a low-cost index fund is probably your best option.
Sept. 17, 2024 | By Lyle Daly

4 Harmful Myths About Saving for Retirement

Saving for retirement is one of the most misunderstood parts of personal finance. Discover a few harmful retirement savings myths that people still believe.
Sept. 17, 2024 | By Ashley Maready

Want to Invest in Your 20s? Start With This Account

You can invest and enjoy unique perks with a Roth IRA. Keep reading to learn more about this type of retirement account.
Sept. 13, 2024 | By Emma Newbery

Don't Have an IRA for Your Retirement? You're Going to Regret That

Just 4 in 10 households have IRAs, which means millions of Americans are missing out on retirement tax breaks. Find out how to open your IRA today.
Sept. 8, 2024 | By Cole Tretheway

What Happens When You Have $25,000 in Your Brokerage Account?

One key trading benefit unlocks at $25,000. Find out whether it applies to you and your brokerage account.
Sept. 8, 2024 | By Charlie Pastor, CFP®

Nearly 3 Million 401(K) Accounts Are Lost Every Year. What if Yours Is One of Them?

Thirty million 401(k)s have been funded, invested, and ultimately forgotten. Here's how finding yours could make a big difference for your retirement.