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Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

Sept. 22, 2023 | By Maurie Backman

Do You Need $4.3 Million to Retire Comfortably? Today's Workers Seem to Think So

Americans have lofty expectations for retirement savings. Read on to see what nest egg you should be aiming for.
Sept. 22, 2023 | By Christy Bieber

When Will You Make Your First $100,000 in Your Investment Account?

The timeline for reaching $100,000 in a brokerage account can vary. Find out when you'd hit this target and why it matters.
Sept. 22, 2023 | By Christy Bieber

Maxed Out Your 401(k)? Here's Where to Put the Rest of Your Money

Once you have maxed out your 401(k), you may want to put money into other retirement savings accounts or a taxable brokerage account. Find out why.
Sept. 22, 2023 | By Maurie Backman

Emergency Fund vs. IRA: Which Should You Tap First in Retirement?

Have access to both savings and investments as a retiree? Here's your game plan for deciding which funds to access at different times.
Sept. 22, 2023 | By Maurie Backman

Here's What Happens to Your Nest Egg When You Retire Early

Early retirement can be risky. Read on to see what it might mean for your savings.
Sept. 21, 2023 | By Maurie Backman

Almost 9 in 10 Workers Consider a 401(k) a Must When Getting a New Job. But Here's a Great Alternative

Many workers have access to a 401(k). But read on to see what to do if you don't fall into that category.
Sept. 21, 2023 | By Maurie Backman

Here's How to Make Money on Stocks Without Owing a Dime in Taxes

With the right strategy, you can avoid paying taxes when you sell stocks at a profit. Read on to learn more.
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.
Sept. 20, 2023 | By Maurie Backman

I Thought I Was Done Funding My Kids' 529 Plans. A Recent Positive Change Has Me Rethinking That

I don't want to overfund my kids' 529 plans. But read on to see why I may be less likely to do that if I put more money in.
Sept. 20, 2023 | By Maurie Backman

Real Estate or Stocks: Which Is a Better Investment for You?

You have choices when it comes to investing. Read on to see how to decide where your money should go.
Sept. 19, 2023 | By Maurie Backman

3 Steps to Maxing Out Your 2023 IRA -- Even if You're Nowhere Close

Eager to max out your IRA? Read on to see how you can accomplish that.
Sept. 19, 2023 | By Maurie Backman

Here's What Happens When You Don't Start Saving for Retirement Until Your 50s

It's best to get an early start on retirement savings. Read on to see why starting later is less ideal, and how to salvage that situation.
Sept. 19, 2023 | By Maurie Backman

How to Invest for the First Time if You're Doing So in Your 40s

When you're starting off as an investor in your 40s, it's important to make savvy decisions. Read on to see what assets are worth focusing on.
Sept. 18, 2023 | By Maurie Backman

I Used to Be Terrified of Investing in Stocks. Here’s How I Got Past It

Owning stocks carries risk. Read on to see how this writer moved past her fears to build her portfolio.
Sept. 17, 2023 | By Christy Bieber

How Much Money Would You Need Invested to Produce a $100,000 Retirement Income?

If you want to have $100,000 in retirement income, you need to have around $2.5 million saved. Find out how the math works out.
Sept. 17, 2023 | By Christy Bieber

Are You Late to Start Investing? Here's How to Catch Up

If you're behind on retirement savings, it's time to figure out how much you need to get caught up and prioritize investing for your future. Find out how.
Sept. 17, 2023 | By Maurie Backman

Maxed Out Your IRA? Here Are 2 Other Places You Can Invest

IRAs come with annual contribution limits. Read on to learn about your options once you've exceeded them.
Sept. 16, 2023 | By Maurie Backman

I'm 40 With No Savings. Is My Retirement Doomed?

It's not great to be roughly 20 years into a career with no savings. But read on to see why all isn't lost.
Sept. 16, 2023 | By Maurie Backman

Keep This Key Number in Mind When Funding Your IRA

IRAs offer tax breaks for retirement savers, but they're also pretty restrictive. Read on to learn more.
Sept. 16, 2023 | By Maurie Backman

Here's Why the FIRE Movement Doesn't Appeal to Me

Many people embrace the idea of financial independence and early retirement. Read on to see why I'm only willing to make so many sacrifices to get there.
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!
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.
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.
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.
Sept. 14, 2023 | By Maurie Backman

Suze Orman Says This Is One of the Biggest Money Mistakes You Might Ever Make

Mistakes happen to the best of us. Read on to learn about one financial blunder you might sorely regret.