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Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/18/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/18/24

Planning for retirement is much more challenging than it was for previous generations, and this post explores why.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/3/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/3/24

Worried you won’t have enough money to enjoy retirement? Here are some steps to minimize (or even avoid!) financial roadblocks in your later years.

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

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

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

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 Paul Muller, AEP®, CFP® 1/22/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/22/24

Choosing the right place to live can significantly impact how much joy (or regret) you’ll have in retirement. Here are some tips to help.

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

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

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

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.