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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 Benjamin Stark, CFP® 12/5/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/5/24

What is Risk Tolerance and Why Is It Important?

In this post, we’ll share all you need to know about risk tolerance and how it can impact your investments—and how to get a free personal risk score!

Bill Stavros, Reviewed by Benjamin Stark, CFP® 10/14/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 10/14/24

What is a Savings Bond, and How Does It Work?

Curious to learn what savings bonds are and if they’re the right investment for you? Read our post to find out.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/6/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/6/24

Preferred vs. Common Stock: What to Know Before You Invest

While each type of stock represents company ownership, you’ll want to familiarize yourself with key differences before purchasing one or the other.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 4/29/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 4/29/24

What is Dollar Cost Averaging and How Does it Work?

Read about how a dollar cost averaging strategy can help minimize the risk of buying stocks too high.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 2/14/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 2/14/24

What is a PE Ratio and How Can You Use it When Investing?

There are various tools you can use to make smarter investment decisions. One such example? A price-to-earnings (PE) ratio.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 5/23/23 Bill Stavros, Reviewed by Benjamin Stark, CFP® 5/23/23

The Basics of Exchange-Traded Funds (ETFs)

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