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Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 12/1/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 12/1/25

Retirement Advice: 5 Things to Consider Before Retiring

Looking for some financial advice as you get closer to retirement? Keep these key considerations in mind before retiring to ensure a smoother transition.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 11/17/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 11/17/25

How Much Healthcare Will Cost You in Retirement

As we continue to live longer, retiree healthcare costs are likewise expected to rise. Understand these potential expenses and learn how to prepare for them accordingly.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/27/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/27/25

Want to Retire in South Carolina? Here’s What You Need to Know.

South Carolina is one of the most popular retirement destinations in the United States. Here's what you need to know before deciding to make a move there.

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

Want to Retire in North Carolina? Here’s What You Need to Know.

North Carolina is one of the most popular retirement destinations in the United States. Here's what you need to know before deciding to make a move there.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/19/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/19/25

Want to Retire in Arizona? Here’s What You Need to Know.

Arizona is the third-most popular U.S. retirement destination. Here's what you need to know about the Grand Canyon State before making your move.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/17/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/17/25

What is the 4% Rule for Retirement Withdrawals?

Are you wondering how to establish a safe withdrawal rate for your retirement savings? Read this post about the 4% rule.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/9/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/9/25

What is the Penalty for Not Taking RMDs?

Not taking an RMD before the deadline can hit you with a penalty—25% of the amount not withdrawn, so it’s important to read up on how to avoid such fees.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 5/12/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 5/12/25

7 Things You Can Do in Your 60s to Better Prepare for Retirement

Whether retirement is still one or a couple of years away, you can take a few strategic steps to better prepare and thus better enjoy your golden years.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 3/27/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 3/27/25

How to Save for Retirement if Your Employer Doesn’t Offer a 401(k)

Plenty of effective strategies and options are available to help you achieve your retirement goals even if your employer doesn’t offer a 401(k).