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May 31, 2026

What You Should Know About the New Jersey “Exit Tax”

May 31, 2026

Thinking of leaving New Jersey to embark on retirement in less-expensive environs? You’ll need to account for the state’s "exit tax" when doing so.

May 31, 2026

May 14, 2026

Sequence of Returns Risk: How This Can Ruin Retirement Dreams

May 14, 2026

What risk is involved when it comes to early retirement market downturns? Which financial planning tools can help mitigate sequence of returns risk? Read on to find out!

May 14, 2026

January 7, 2026

Biggest Retiree Expenses and How to Minimize Them

January 7, 2026

According to recent BLS data, retiree expenses ring in at over $5k a month. Here are the biggest expenditures and strategies for how to minimize them.

January 7, 2026

October 28, 2025

Bear Markets: What They Are and How to Invest in Them

October 28, 2025

Investing in a bear market is often a scary thing, but you can rely on several techniques to mitigate potential losses. Read this post to learn all about them and more!

October 28, 2025

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Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/21/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/21/26

Conversations to Have with Your Spouse Before You Retire

We’ve compiled a list of key retirement topics and how to address them with your spouse so you can reach a high level of mutual alignment before you retire.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/20/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/20/26

Important Dates to Remember as You Approach Retirement

Remaining aware of age-related milestones can significantly impact your finances and your ability to live out your retirement dreams.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/14/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/14/26

2027 Social Security COLA Is 3.6%: What It Means for You

Social Security’s 2027 COLA is 3.6%, effective January 2027. See how it’s calculated, every COLA since 1975, and why benefits still lose buying power over time.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/12/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/12/26

11 Things to Know About a Step-Up in Cost Basis

A step-up in cost basis can erase years of appreciation from an heir's capital gains bill. Learn 11 key rules about inherited assets, trusts, and taxes.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/9/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/9/26

10 Things to Know About 529-to-Roth IRA Rollovers

Wondering what to do with leftover 529 funds? Learn how Roth IRA rollovers work and about rules that can affect your transfer.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/5/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/5/26

The Importance of Updating Your Retirement Account Beneficiaries

If you have a retirement account or life insurance policy, it’s crucial to stay up-to-date with your list of beneficiaries.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 10/1/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 10/1/26

The Basics of Exchange-Traded Funds (ETFs)

An investment that has grown more popular over the last decade is an exchange-traded fund.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/28/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/28/26

Stay NJ, Senior Freeze, and ANCHOR, Explained

New Jersey seniors may qualify for three property tax relief programs: Stay NJ, Senior Freeze, and ANCHOR. Learn how each works, who qualifies, and how to apply.