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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® 11/20/23 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 11/20/23

Umbrella Insurance: How Does it Work?

Umbrella insurance can help fill any gaps in your foundational policies and thus protect your finances.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 11/16/23 Bill Stavros, Reviewed by Benjamin Stark, CFP® 11/16/23

Unlocking the Power of SIMPLE IRAs

SIMPLE IRAs are practical solutions for many small businesses, including sole proprietors and those who are self-employed. But are they right for you?

Bill Stavros, Reviewed by Benjamin Stark, CFP® 11/9/23 Bill Stavros, Reviewed by Benjamin Stark, CFP® 11/9/23

Roth IRAs and 401(k)s: Which Is the Better Choice for You?

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 Benjamin Stark, CFP® 11/6/23 Bill Stavros, Reviewed by Benjamin Stark, CFP® 11/6/23

SEP IRAs: What are they, and how do they work?

If you’re a small business owner or self-employed, learn more about SEP IRAs and how they can help you save for retirement.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/28/23 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/28/23

The Importance of Updating Your Retirement Account Beneficiaries

If you have a retirement account or life insurance policy, it’s crucial to stay up-to-date with your list of beneficiaries.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/5/23 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/5/23

Is a 3-2-1 Buydown Mortgage a Good Idea?

What exactly is a 3-2-1 buydown mortgage, and how can you evaluate if it’s in fact a good deal? Read this article to learn more.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/3/23 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/3/23

The Most Common Social Security Questions, Answered

Get the answers you need to many common Social Security questions we receive from prospective and existing clients.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/27/23 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/27/23

7 Ways to Make Retirement More Affordable

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.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/22/23 Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/22/23

Is Your Financial Advisor a Fiduciary or Salesman?

In recent years, the line between registered investment advisors (who deliver advice) and registered representatives or brokers (who sell products) has blurred.