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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 Benjamin Stark, CFP® 9/16/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 9/16/24

How Much You Should Contribute to Your 401k

Wondering how much of your paycheck to contribute to your 401(k)? This article can help steer you in the right direction.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/13/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/13/24

The 9 Biggest Estate Planning Mistakes to Avoid

Avoid these common estate planning blunders to save your heirs time and money and prevent unnecessary friction between family members.

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

Getting a Good Deal on Your Next Vehicle: How Vehicle Leasing Works

This article will help you better navigate the vehicle leasing process so you can feel more confident the next time you visit a dealership.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/20/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/20/24

How to Calculate Required Minimum Distributions (RMDs)

Curious how RMDs are calculated? Hint: they aren’t always so straightforward.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/1/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/1/24

Conservatorship: What It Is and How It Works

Google “Britney Spears” and “Brian Wilson” and articles about conservatorship will likely pop up. This post discusses how conservatorship works and much more.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/18/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/18/24

Employee Stock Purchase Plans (ESPPs) and How They Work

Read this post to learn how employee stock purchase plans (ESPPs) work, when to sell shares, and more.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/1/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/1/24

Common Estate Planning Questions, Answered

Curious to learn the difference between a will and estate plan or if estate planning fees are tax deductible? This article answers these questions and more.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/13/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/13/24

What Medicare Doesn’t Cover

Original Medicare is loaded with significant gaps, many of which you’ll need to plan for to ensure healthcare expenses don’t derail your retirement plans.