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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® 6/6/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/6/24

Preferred vs. Common Stock: What to Know Before You Invest

While each type of stock represents company ownership, you’ll want to familiarize yourself with key differences before purchasing one or the other.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 5/20/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 5/20/24

All About Employee Stock Options (ESOs)

Learn how employee stock options (ESOs) work, your choices when exercising them, when to do so, and a whole lot more.

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 Benjamin Stark, CFP® 4/29/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 4/29/24

What is Dollar Cost Averaging and How Does it Work?

Read about how a dollar cost averaging strategy can help minimize the risk of buying stocks too high.

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® 4/11/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/11/24

Want to Self-Fund Your Long-Term Care? Read This!

While individuals enjoy a few different options with respect to covering potential long-term care expenses, let’s examine self-funding, specifically.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/5/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/5/24

Mortgage Preapprovals: What You Should Know

If you’re ready to tackle homeownership, the first step is to seek out a preapproval letter that documents exactly how much money you’re qualified to borrow.

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.