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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® 3/26/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 3/26/24

Reverse Mortgage Payment Plan Options

If you decide to take out a reverse mortgage, several payment plan options will be available to you.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 2/29/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 2/29/24

How Much Money Do I Need to Retire?

Various approaches can help you determine how much money to save for retirement. We’ll explore these methods (and much more!) in this post.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 2/12/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 2/12/24

What is a Reverse Mortgage and How Does it Work?

Many retirees who’ve built significant equity in their home but are short on cash have turned to reverse mortgages. But are they right for you?

Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/11/23 Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/11/23

Key SECURE Act 2.0 Changes To Know About

The SECURE 2.0 Act changes how millions of Americans will save for their retirement. Read on to learn how these changes may impact you.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 11/9/23 Bill Stavros, Reviewed by Benjamin Stark, CFP® 11/9/23

Roth IRAs and 401(k)s: Which Is the Better Choice for You?

A 401(k) and Roth IRA are excellent vehicles to help build your wealth, but how can you decide between the two—and should you even do so?

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/27/23 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/27/23

7 Ways to Make Retirement More Affordable

Retirement is expensive. Fortunately, there are steps you can take to ensure such expenses don’t become a source of stress in your golden years.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/8/23 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/8/23

6 Ways Life Insurance Can Help You During Retirement

When leveraged correctly, life insurance can help accomplish a whole lot more than just paying a lump sum of money to a designated beneficiary.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/6/23 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/6/23

Conversations to Have with Your Spouse Before You Retire

We’ve compiled a list of key retirement topics and how to address them with your spouse so you can reach a high level of mutual alignment before you retire.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/10/23 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/10/23

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.