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Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

Nov. 5, 2024 | By Maurie Backman

3 Essential 401(k) Moves to Make in November

Saving for retirement in a 401(k)? Read on for some must-dos before the month comes to an end.
Nov. 2, 2024 | By Lyle Daly

I Have $100,000 to Invest. Where Should I Put It?

Keeping all your money in savings is risky. Learn how you can turn $100,000 into a balanced investment portfolio that builds long-term wealth.
Nov. 2, 2024 | By Matt Frankel, CFP®

Prediction: Here's How Much a $10,000 Brokerage Account Could Grow by 2050

You might be surprised at how much your money could grow without too much effort. Check out what you need to know.
Nov. 2, 2024 | By Matt Frankel, CFP®

How Much Money Should You Have in Your 401(k) by Age 40?

There's no perfect number to answer this question. Read on for guidelines to help you gauge your progress.
Nov. 1, 2024 | By Maurie Backman

The IRS Just Announced 2025's IRA and 401(k) Contribution Limits. Here's What You Need to Know

Want to know how much you can save in a tax-advantaged retirement account in 2025? Here's the latest.
Nov. 1, 2024 | By Lyle Daly

I Tried Investing in Stocks With 3 Popular Brokers. Here's How They Did

When you're ready to invest in stocks, finding the right broker is important. Check out my firsthand experience investing with a few of the top brokers.
Nov. 1, 2024 | By Maurie Backman

I'm Retiring With $800,000 in Savings. Am I Set for Life?

Can an $800,000 nest egg carry you throughout retirement? Read on to find out.
Nov. 1, 2024 | By Cole Tretheway

3 Red Flags Your Broker Is Putting Profits Above Your Financial Health

Worried your broker's after their own profits, not your financial health? Check out these three red flags to spot sketchy brokers and find one that's actually on your side.
Nov. 1, 2024 | By Emma Newbery

Charles Schwab Has $9.92 Trillion in Assets Under Management. How Does Your Brokerage Compare?

Charles Schwab manages more assets than the combined GDP of Germany and Japan. Find out what other features matter when you're choosing a brokerage.
Nov. 1, 2024 | By Maurie Backman

Got $10 a Day? Here's How It Could Set You Up for a Sweet Retirement

Can you really retire comfortably by saving only $10 a day? You sure can. Read on to see how.
Oct. 30, 2024 | By Ben Gran

What the 2025 IRA Contribution Rules Mean for Your Retirement Strategy

If you're ready to save more money for retirement, the new 2025 IRA contribution rules could help. See how people aged 50 and over can save extra in 2025.
Oct. 28, 2024 | By Emma Newbery

Worried About Retirement? You May Be Better Off Than You Think

Almost three-quarters of retirees have enough money to live comfortably. Find out why so many of them worried about retirement when they were still working.
Oct. 28, 2024 | By Matt Frankel, CFP®

With Stocks Near an All-Time High, Is Now the Time to Start an IRA? The Answer Might Surprise You

Just because stocks seem expensive doesn't mean they truly are. See why it's still a good time to start investing.
Oct. 27, 2024 | By Lyle Daly

3 Higher-Paying Alternatives to Investing in CDs

Several popular investments have much better returns than CDs. Check out high-paying options so you can find the best place for your money.
Oct. 27, 2024 | By Matt Frankel, CFP®

How Much Money Should I Have in a Brokerage Account by Age 50?

There's no perfect rule for how much you should have invested by 50. But find out how to tell if you're on the right path.
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. 22, 2024 | By Devon Delfino

Unlock a Wealthier Retirement With an IRA

IRAs can let you boost your annual retirement contributions and even provide tax-free money in retirement. Read on to learn more about these accounts.
Oct. 22, 2024 | By Ben Gran

How Much Money Should I Have in a Brokerage Account by Age 40?

If you're age 40, you might feel behind on retirement savings -- or you could be totally fine. See how much should be in your brokerage account.
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. 21, 2024 | By Ben Gran

You Can Do Better Than CDs. Invest in This Instead

Is now the right time to open a CD? Maybe not. See why buying this one special investment could be a better move for your extra cash.
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 Maurie Backman

Is Saving $1 Million for Retirement on an Average Salary Really Possible?

It doesn't necessarily take a lot of money from you to retire with $1 million. Here's how it might be more possible than you think.
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 Steve Strauss

The Magic Money Trick People in Their 20s Need to Know

Discover the magic of compound interest and why starting in your 20s can lead to substantial wealth down the road. Learn how to make it work for you.