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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® 10/20/26 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® 9/14/26 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® 8/27/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/27/26

Which States Don’t Tax Pension Income?

Learn which 13 states don't tax pension, 401(k), or IRA income (as of 2026)—plus how Social Security is treated—to aid your retirement planning.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/20/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/20/26

RMDs: Rules, Penalties, Avoiding/Minimizing Taxes, and More

If you’re saving money in a 401(k) or traditional IRA for retirement, you’ll need to familiarize yourself with RMDs and associated rules.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/13/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/13/26

The Retirement Tax Bomb: How to Avoid a Costly Surprise

How RMDs, IRMAA, Social Security taxation, and the widow's penalty create a retirement tax bomb—and proactive strategies to defuse it before it detonates.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/5/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/5/26

Should You Leave New Jersey When You Retire?

If retirement is on your horizon, one of the biggest decisions you may soon contemplate is where to live. For many, this might mean relocating outside of NJ.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 8/3/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 8/3/26

Turning Your Nest Egg into a Paycheck

How do you turn a retirement nest egg into a reliable paycheck? Explore safe withdrawal rates, the 4% rule, sequence risk, and RMD strategies in this article.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/20/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/20/26

Considering Prepaid Funeral Plans? Read This First.

In this post, we’ll outline prepaid funeral plan options and present alternatives to help you decide whether or not to pay for funeral expenses in advance.