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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® 1/7/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/7/26

Biggest Retiree Expenses and How to Minimize Them

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.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/11/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/11/25

Retirement Plans for the Self-Employed

Are you a small business owner or self-employed and curious about retirement plan options? Check out this menu of choices that can immediately help boost your savings!

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® 8/17/25 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).

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 3/14/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 3/14/25

The Most Common Retirement Planning Mistakes

Many retirees have regrets about their retirement-planning process. Here are some of the biggest mistakes and corresponding tips so you can avoid the same.