Broker Articles

Two smiling people sitting in their kitchen and looking at a laptop while one holds a phone.

May 7, 2025 | By Joel O'Leary

The Average American's Retirement Number Is $1.26M. Mine's Double That

Americans now think they need $1.26 million on average to retire. Here's why I'm aiming for double that -- and how you can calculate your magic number.

A clock and a stack of coins next to a jar labeled retirement.

May 6, 2025 | By Jake FitzGerald

Are You on Track for Retirement? Most Americans Aren't -- Here's How to Catch Up

Most Americans are falling behind on retirement savings -- but it's not too late to catch up. Learn how much you really need and ways to close the gap, fast.

Decreasing stock performance showing bear market.

April 29, 2025 | By James McClenathen

Warren Buffett's Best Advice for Recessions

If the economy crashes, the best thing to do is hold on to your investments -- or, even better, buy more. Here's why, as well as a smart way to do it.

Two people looking at asset prices on investing apps.

April 18, 2025 | By James McClenathen

Why April 2025 Is a Great Time to Invest in Stocks -- and How to Get Started

A stock market downturn is the best time to buy. Here's why, along with a simple and tax-savvy way to start investing now.

Man looking at tablet with downward trending line graph on it.

April 4, 2025 | By James McClenathen

Here's the Smartest Place to Put Your Money When the Stock Market Dips

The stock market is down 8% in 2025 -- and that's all the more reason to invest in stocks. Here's why, as well as how you can get started.

A person holding a laptop and leading a meeting in an office.

March 14, 2025 | By James McClenathen

Only 17% of Americans Use This Amazing Retirement Account

Among workers who have access to a Roth 401(k), only 17% contribute to one. Here's why others want to start ASAP.

An older couple standing on the beach and looking at the sunset with their arms around each other.

March 10, 2025 | By Jake FitzGerald

Here's How Much You Need to Save Each Month to Retire by 65

Saving enough for retirement can seem impossible. But it's much more achievable if you break it down by month. Find out how much you need to save now.

A person sitting on a couch and writing on a piece of paper next to a laptop open on a table.

March 7, 2025 | By James McClenathen

Here's How Much $10,000 Would Earn in Treasury Bonds

A $10,000 investment in recently auctioned T-bonds would earn $9,500 or more in interest. Read on to learn the basics of T-bonds before you invest.

March 4, 2025 | By James McClenathen

Is $50,000 Too Much to Have in Savings?

Very few people need $50,000 or more in their savings accounts. Here's a simple way to put extra cash to work.

A glass jar full of coins labeled Retirement and with coins stacked next to it as well.

Feb. 24, 2025 | By James McClenathen

I Keep All My Retirement Savings in This Type of Account (and Maybe You Should, Too)

Roth 401(k)s and IRAs give me big tax breaks and peace of mind when it comes to my retirement planning. See if they're right for you, too.

A calculator, pad, and pen against a yellow background

Dec. 10, 2024 | By Matt Frankel, CFP®

3 Smart Moves to Make in Your Brokerage Account Before 2025

Need an end-of-the-year game plan for your investments? Read on for tips on rebalancing, optimizing taxes, and more.

Dec. 10, 2024 | By Emma Newbery

Here's the Real Cost of Having Too Much in Your Savings Account

Many savings accounts don't pay enough interest to stay ahead of inflation. Find out how investments can earn higher returns and help you build wealth over time.

A person using a wheelchair types on a laptop at a desk at home.

Dec. 9, 2024 | By Emma Newbery

Forget Crypto in 2025: Check Out These 4 Better Long-Term Investments

Bitcoin has gained over 130% so far this year, but it's still a risky asset. Find out why there are better opportunities for long-term investors.

Dec. 8, 2024 | By Emma Newbery

Don't Miss Out on Thousands of Dollars in Tax Breaks With These 3 Accounts

Understanding tax breaks can save you a lot of money. Find out how to maximize your contributions and seriously cut your tax bill.

A senior man and woman sitting at the end of a dock on a lake.

Dec. 7, 2024 | By Robin Hartill, CFP

I'm Retiring With $200,000. Am I in Good Shape?

Is $200,000 enough to retire on? See a breakdown of how much you can safely withdraw and how you can supplement your retirement savings.

Mature woman working from laptop with documents in hand.

Dec. 6, 2024 | By Danielle Antosz

401(k) Catch-Up Limits Are Going Up. Here's What That Means for You

The IRS updated the 401(k) contribution limits for 2025 and now allows people between 60 and 63 to save an additional $15,000 over four years.

Dec. 2, 2024 | By Matt Frankel, CFP®

The Stock Market Is Around All-Time Highs: Is It Time to Sell?

Don't let an "expensive" stock market scare you away. Here's why.

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

Dec. 1, 2024 | By Matt Frankel, CFP®

I'll Be Ready to Retire at Age 60. Here's How

I'm planning on retiring in another 18 years. Here's how I'm going to get there.

A financial advisor meets with an older man at his home.

Dec. 1, 2024 | By Robin Hartill, CFP

I'm About to Retire. Is It Time to Sell My Stocks?

Retirees can't afford as much risk as someone who's still working, but that doesn't mean it's time to cash out of stocks. Learn about the alternatives.

Man tracking downward performance of asset on a laptop.

Dec. 1, 2024 | By Emma Newbery

Ask Yourself These Essential Questions Before Selling Stocks

It's often difficult to know when to sell a stock -- whether it's performing extremely well or badly. Find out how to avoid making emotional decisions.