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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® 2/18/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 2/18/26

Will or Living Trust: Which Do You Need?

Wills and trusts ensure assets transfer smoothly to heirs following your death or incapacitation, but which is right for you?

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/27/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/27/25

Should You Put Your House in a Trust?

Thinking of putting your house in a trust? This article will help prepare you for discussions with your financial advisor or estate attorney.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/11/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/11/25

What is a Will, What Does it Include, and Why Do You Need One?

In this post, we’ll discuss what a will is, why you need one, and situations calling for updates to this important document.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/21/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/21/25

What is Probate, and How Does it Work?

Probate is the legal process used to administer a person’s estate following their death. Learn how to streamline—or even avoid probate altogether!

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 2/20/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 2/20/25

What Happens If You Die Without a Will?

Dying without a will is called "intestacy," and it can cause several challenges for family members left behind. Read all about them here.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/13/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/13/24

The 9 Biggest Estate Planning Mistakes to Avoid

Avoid these common estate planning blunders to save your heirs time and money and prevent unnecessary friction between family members.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/1/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/1/24

Conservatorship: What It Is and How It Works

Google “Britney Spears” and “Brian Wilson” and articles about conservatorship will likely pop up. This post discusses how conservatorship works and much more.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/1/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/1/24

Common Estate Planning Questions, Answered

Curious to learn the difference between a will and estate plan or if estate planning fees are tax deductible? This article answers these questions and more.