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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® 11/13/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 11/13/24

Considering Early Retirement? Read This Guide

Before taking the plunge into early retirement, be sure to think through several related considerations. Here are just a few.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 11/7/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 11/7/24

The Top Secrets to a Happy Retirement

Retirement comes with its fair share of unique challenges, but a well-executed mental and financial game plan can help make this time of your life that much more gratifying.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/21/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/21/24

Retirement Savings Strategies for Procrastinators

Want tips on how late starters can boost their retirement savings? Read this post.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/3/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/3/24

Common Retirement Questions, Answered

In this post, we’ve compiled answers to some of the most common questions to help you plan and move forward on your journey toward retirement.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/20/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/20/24

How to Calculate Required Minimum Distributions (RMDs)

Curious how RMDs are calculated? Hint: they aren’t always so straightforward.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 5/16/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 5/16/24

How to seize control of your financial future in your 40s

It’s never too late, nor too early, to begin saving for your retirement. Check out what workers approaching (or already in) their 40s need to know.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 5/2/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 5/2/24

An Overview of the Most Common Retirement Plans

In this article, we’ll provide you with a high-level overview of the most common retirement plan types investors use to accumulate wealth.

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

Why Planning for Retirement is More Complicated Today

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

Tips on How Not to Run Out of Money in Retirement

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.