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Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

June 10, 2025 | By Jake FitzGerald

The $13 Million Gifting Loophole Wealthy Families Are Racing to Use Before It Disappears

Wealthy families have a rare chance in 2025 to gift up to $13.61 million tax-free -- before the estate tax exemption is slashed in half. Here's how to act now.
June 9, 2025 | By Jake FitzGerald

This Overlooked Asset Could Be the Most Valuable Part of Your Inheritance

The most valuable part of your inheritance might not be money, but the plan behind it. Here's how wealthy families can pass down clarity, not confusion.
June 8, 2025 | By Joel O'Leary

Retire a Millionaire: The $1 Million Plan That Starts With Just One Change

Here's how my wife and I became millionaires starting with one simple paycheck habit, and letting time do the heavy lifting.
June 8, 2025 | By Jake FitzGerald

Don't Let Capital Gains Eat Your Inheritance -- Here's What to Do Now

Capital gains taxes can quietly drain your family's inheritance. Here's how to avoid the most expensive mistake affluent families make.
June 7, 2025 | By Joel O'Leary

4 Ways Millionaires Make Money Without Taking Big Risks

Learn how millionaires grow wealth steadily with low-risk strategies like index funds, HYSAs, and smart diversification.
June 7, 2025 | By Jake FitzGerald

The Inheritance Mistake That's Costing Wealthy Families Millions

A simple estate planning mistake is costing wealthy families millions in capital gains taxes. Learn how to avoid it and protect your heirs from an unexpected tax hit.
June 6, 2025 | By Jake FitzGerald

Here's How High-Net-Worth Families Are Handing Down Vacation Homes Without Tax Headaches

Handing down a vacation home can be tax and family drama free. Here's how wealthy families are using smart estate planning to protect their properties and their legacy.
June 5, 2025 | By James McClenathen

Why Rich People Love This Simple Retirement Saving Strategy

Dollar-cost averaging into index funds through a tax-advantaged account is simple and effective. Here's why it works for rich people and the rest of us, too.
June 4, 2025 | By James McClenathen

3 Little-Known Investing Tricks That Rich People Use

Wealthy investors have many ways of avoiding taxes and leaving more money to their heirs. Fortunately, there are ways for everyday people to do the same.
June 3, 2025 | By Joel O'Leary

If I Could Tell Every Retirement Saver 1 Thing Now, It Would Be This

Investing early and often is the biggest retirement saving "secret." Here's why -- and how to make it easy.
May 31, 2025 | By Joel O'Leary

Here's How Much You Really Need to Save Each Month to Retire With $1 Million

See exactly how much you should save each month to hit $1 million by retirement -- and learn some strategies to make saving easier.
May 30, 2025 | By James McClenathen

4 Retirement Savings Mistakes That Could Cost You Over $50,000

Avoid these mistakes that could cost you over $50,000, including investing too late, playing it too safe, or skipping tax-advantaged accounts.
May 28, 2025 | By Jake FitzGerald

This Dead Simple Savings Habit Can Make You Retire a Millionaire

Want to retire a millionaire? This dead simple savings habit can quietly grow your nest egg to $1 million or more, even without a high income. Find out how.
May 26, 2025 | By Joel O'Leary

I'm on Track to Retire Early Thanks to This Simple Habit

Consistently investing a large chunk of each paycheck can fast-track your path to early retirement -- or help catch up if you're behind on savings.
May 25, 2025 | By Ryan Wilcox

4 Retirement Saving Rules You Can't Afford to Break

Start saving for your future today. Follow these four golden rules to set yourself up for retirement.
May 23, 2025 | By Ryan Wilcox

Only 16% of Americans Know the Best Long-Term Investment

Most Americans don't know where to park their money. Here's why the S&P 500 comes out on top as the best long-term investment.
May 22, 2025 | By Joel O'Leary

Have $100K in Cash? Here Are the 4 Best Places to Put It

Find out where to put $100,000 to work so it can earn more interest, protect your future, and grow your retirement nest egg.
May 20, 2025 | By Jake FitzGerald

Here's How to Save $1 Million for Retirement -- Without a 6-Figure Salary

Think you need a six-figure salary to retire with $1 million? Not even close. Here's how everyday earners are building real wealth -- and how you can, too.
May 13, 2025 | By Jake FitzGerald

Here's How to Become a Middle-Class Millionaire

Becoming a millionaire isn't just for high earners. With smart money habits and time on your side, it's more realistic than you might think.
May 13, 2025 | By Joel O'Leary

Why I'm Putting $1,000 in Index Funds in May 2025

I'm investing my bonus into index funds in May 2025. Here's why I think it's still the smartest move for me to build long-term wealth.
May 11, 2025 | By Joel O'Leary

4 Habits to Help You Save Over $1 Million for Retirement

Learn simple, proven habits to save more and reach a $1 million goal for retirement -- starting with your very next paycheck.
May 10, 2025 | By Jake FitzGerald

Americans Say They Need $1.26 Million to Retire -- Here's Why Most Are Falling Short

Americans say they need $1.26 million to retire -- but most aren't even close. Learn why so many are falling short and how to get back on track before it's too late.
May 9, 2025 | By Joel O'Leary

I'm 62 With $900,000 in Savings. Should I Retire Now, or Wait?

Thinking about retiring at 62? Learn how to estimate your income, factor in healthcare, and decide if now's the right time to leave work for good.
May 8, 2025 | By Joel O'Leary

4 Reasons to Move Money Out of Savings in May 2025

Got cash piling up? Here are four smart reasons to move money out of savings now -- and what to do with it instead.
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.