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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® 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.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/17/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/17/26

Helping Aging Parents Financially Without Derailing Your Retirement

Helping aging parents out financially can unknowingly drain your retirement. Here’s a clear framework for setting boundaries to protect your nest egg.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/14/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/14/26

New Jersey Retirement Income Exclusion: What Retirees Need to Know

New Jersey's retirement income exclusion lets qualifying retirees shield up to $100,000 of pension and IRA income. Learn about the $150,000 cliff and who qualifies.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/3/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/3/26

Want to Retire in Florida? Here’s What You Need to Know.

As Florida is (by far!) the top retirement destination in the U.S., we assembled this guide detailing what you should know before deciding to make your move.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/3/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/3/26

Is South Carolina the Right Move for Your Retirement?

Thinking of retiring in South Carolina? Weigh its new two-tier income tax, tax-free Social Security, and low property taxes against the trade-offs.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/31/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/31/26

Is North Carolina the Right Move for Your Retirement?

Explore retiring in North Carolina in 2026. Learn about the 3.99% flat tax, housing affordability, and top-ranked healthcare for your best retirement.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/31/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/31/26

Is Arizona the Right Move for Your Retirement?

Thinking of retiring in Arizona in 2026? Weigh the state’s 2.5% flat tax, Social Security exemption, and senior property-tax freeze against the trade-offs.