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Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 2/2/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 2/2/26

RMDs: Rules, Penalties, Avoiding/Minimizing Taxes, and More

If you’re saving money in a 401(k) or traditional IRA for retirement, you’ll need to familiarize yourself with RMDs and associated rules.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/12/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/12/26

401(k) and IRA Catch-Up Contributions for 2026

If you’re age 50 or older and want to save more money for retirement, you should most certainly familiarize yourself with catch-up contributions.

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

Preparing Emotionally for Retirement

Entering retirement is likely one of the biggest transitions you’ll face in life. Be sure to prepare as best as you can not only financially but emotionally as well.

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® 9/24/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/24/25

The Widow's Tax Penalty: What It Is and How to Avoid It

The widow’s penalty surprises many people after the death of a spouse, often triggering higher taxes and reduced income that create a larger financial burden.

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.