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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® 7/2/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/2/25

What is the Nasdaq, and Why is it Important in Investing?

What is the Nasdaq? This article delves into its history, composition, and significance, highlighting why the index remains vital in gauging the direction of the market.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/25/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/25/25

Stock Dividends: What They Are and How They Work

While investing in dividend-paying stocks is often an appealing prospect, it’s important to familiarize yourself with corresponding risks and potential tax implications before doing so.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/23/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/23/25

Rebalancing Your Investment Portfolio: Why, How, and When

In this post, we discuss the concept of portfolio rebalancing, why you should rebalance, and the risks of not doing so.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 5/22/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 5/22/25

Investing for Monthly Income

If you're nearing retirement (or are already retired!) and considering monthly income investment options, check out this article.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 4/7/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 4/7/25

ETF vs Mutual Fund: Which is the Better Investment Option?

In this article, we’ll explore key differences between ETFs and mutual funds to help you decide which is the right investment for you.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 2/24/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 2/24/25

What Is the Rule of 72, and How is it Used?

The Rule of 72 can help you make informed decisions about saving, investing, and planning for the future. Read more about the rule here.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 1/27/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 1/27/25

What is the Dow Jones, and Why is it Important in Investing?

What is the Dow Jones? We delve into its history, composition, and significance, highlighting why the Dow remains vital in gauging the market's direction.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/16/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/16/24

What is the S&P 500 and Why is it Important in Investing?

The S&P 500 is a stock market index often regarded as the best way to gauge the 500 largest and most liquid companies in the United States.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/9/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/9/24

Earnings Per Share: What It Is and Why it Matters

EPS is one of the most important metrics investors can use to analyze publicly traded stocks. Learn how to calculate and apply EPS (and more!) in this article.