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Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

Dec. 3, 2023 | By Cole Tretheway

3 Little-Known Reasons to Put Money in an IRA

IRAs offer more than tax benefits. Discover three little-known reasons to put money in individual retirement accounts.
Dec. 3, 2023 | By Maurie Backman

1 in 3 Retired Americans Has Less Money Than What They Need. Do This to Avoid That Fate

Many seniors lack savings in a very big way. Keep reading to find out an easy way to avoid becoming one of them.
Dec. 3, 2023 | By Maurie Backman

Have a Teen Who's Earning Money? Here's One Account You Should Encourage Them to Open

Teenagers with earnings can set themselves up for a very successful future. Read on to learn more.
Dec. 2, 2023 | By Maurie Backman

Can You Put Off Funding Your IRA if You Plan to Retire Late?

You might think you have extra time to fund your retirement savings. Read on to see why waiting too long might backfire on you.
Dec. 2, 2023 | By Maurie Backman

1 in 5 Investors Say the Worst Buy in Their Portfolio Was Due to This

Not every investment works out well. Read on to see why one mistake could cause you to get stuck with a losing investment.
Dec. 2, 2023 | By Maurie Backman

Here's Your 3-Point Brokerage Account End-of-Year Checklist to Set Yourself Up for Success in 2024

It's time to give your brokerage account some of your attention. Read on to see what items you should be focusing on.
Dec. 2, 2023 | By Maurie Backman

Most Savers Want Personalized Advice for Their 401(k). Here's One Strategy That Could Work for Almost Everyone

Not sure how to invest your savings? Read on for a strategy that might work really well.
Dec. 1, 2023 | By Cole Tretheway

Higher Limits Aren't Everything: My Reasons for Not Switching to a SEP IRA

Self-employed savers can open SEP IRAs with high limits. Find out why some may prefer to stick with Roth IRAs instead.
Nov. 30, 2023 | By Christy Bieber

Is There Such a Thing as Having Too Much Money In Your Brokerage Account?

Unlike with a savings account, you can't really have too much money in a brokerage account. But you can have money that doesn't belong there. See why.
Nov. 30, 2023 | By Christy Bieber

Almost Half of All Americans Are Headed for Retirement Disaster. Here's How to Make Sure You Aren't One of Them

Close to half of Americans do not have retirement accounts. Find out why that could be a big problem.
Nov. 28, 2023 | By Lyle Daly

5 Costly Mistakes to Avoid With Your Investments in 2024

Your investments can help you build wealth, if you manage them well. Learn about the biggest investing errors to avoid in the new year.
Nov. 27, 2023 | By Lyle Daly

3 Smart Investing Habits to Build Your Wealth in 2024

Investing is widely recommended to improve your finances. Discover a few smart investing habits that will help you build wealth in 2024.
Nov. 26, 2023 | By Cole Tretheway

3 Smart Ways to Invest $1,000 in 2024

Interest rates are the highest they've been since 2007. Discover three smart ways to invest $1,000 in 2024.
Nov. 25, 2023 | By Lyle Daly

Should Your Emergency Fund Go in an Investment Account?

It's important to have your emergency fund in the right place. Find out if it's a good idea to put your emergency fund in an investment account.
Nov. 24, 2023 | By Cole Tretheway

I Won't Be Making This One $11,000 Mistake Again in 2024

Missing out on tax breaks can cost you five figures. Find out how one mistake could cost me over $11,000.
Nov. 19, 2023 | By Maurie Backman

3 Smart Ways to Invest Your Money in 2024

A new year means a whole new opportunity to grow wealth. Read on for some great ways to invest in 2024.
Nov. 19, 2023 | By Maurie Backman

Here's What I Bonds Are Paying Today. Are They a Good Investment Right Now?

I bonds are a fairly safe investment, but that doesn't make them a good one. Read on to learn more.
Nov. 19, 2023 | By Maurie Backman

I'm Retiring With $100,000. Am I in Good Shape?

A $100,000 nest egg may not go very far by itself. But that doesn't mean your retirement is doomed. Read on to learn more.
Nov. 18, 2023 | By Maurie Backman

1 in 5 Investors Say This Is the Best Investment Advice They've Ever Gotten

Investing is a marathon, not a sprint. Read on to learn more.
Nov. 18, 2023 | By Maurie Backman

Help! I Don't Have a 401(k). Can I Build Up a Large Nest Egg With Just an IRA?

No 401(k)? No worries. Read on to see how you can still retire with lots of wealth by contributing to and investing in an IRA.
Nov. 18, 2023 | By Maurie Backman

I'm Retiring With Just $50,000 in Savings. Am I Doomed?

A $50,000 nest egg isn't a whole lot. But if that's what you have saved, all isn't lost. Read on to learn more.
Nov. 18, 2023 | By Maurie Backman

If You Want to Boost Your 401(k) for 2023, You Have to Take Action This Month. Here's Why

Don't wait to add to your 401(k). If you do, you might run out of time. Read on to learn more.
Nov. 17, 2023 | By Maurie Backman

I'm Retiring With $1 Million. Do I Have to Worry About Money?

It's important to manage your nest egg wisely no matter how much money you have. Read on to learn more.
Nov. 17, 2023 | By Maurie Backman

3 401(k) Moves to Make Before the End of the Year

Have a 401(k)? Read on for a list of key moves to tackle before 2023 ends.
Nov. 16, 2023 | By Matt Frankel, CFP?

Is Buying High-Yield CDs in Your IRA in 2024 Your New Tax Hack?

Using a high-yield CD can result in a tax bill. But find out how an IRA can help you avoid it.
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