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Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/20/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/20/26

College Savings: A Guide to 529 Plans

Discover how 529 college savings plans help parents save for their children’s education, getting some answers to frequently asked questions as well.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/15/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/15/26

Who Gets the House in a Divorce?

Learn your options when it comes to house possession in a divorce and key steps to steer clear of common financial mistakes.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 3/10/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 3/10/26

How and When to Refinance a Mortgage Loan

Wondering when to refinance your mortgage? Learn how to calculate your break-even point and much more so you can make an informed decision.

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

Read This Before Downsizing Your Home

If you’re wondering if and when to downsize your home, here are five considerations that can aid your decision.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 12/30/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 12/30/25

How Much Should My Car Payment Be?

You might be asking yourself: What should my car payment be? Read this article to heed the advice of financial planners when answering this same question.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 10/1/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 10/1/25

Year-End Tax Planning: Strategies to Save You Money

In this post, we’ll cover year-end tax strategies designed to help optimize this portion of your financial life.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/18/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/18/25

Divorce: Your Ex-Spouse’s Rights to Retirement Benefits

Splitting retirement accounts as part of a divorce settlement? Learn about your ex-spouse’s rights to these retirement benefits and much more in this article.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/4/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/4/25

15 Key Elements of the One Big Beautiful Bill Act

The One Big Beautiful Bill Act, passed into law on July 4, 2025, includes several changes relevant to taxpayers. Check out some of its key elements in this article.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/30/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/30/25

What is Modified Adjusted Gross Income (MAGI)?

Knowing your MAGI can help determine which tax deductions and credits you qualify for, which retirement accounts you can contribute to, and much more.