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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® 11/13/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 11/13/24

Considering Early Retirement? Read This Guide

Before taking the plunge into early retirement, be sure to think through several related considerations. Here are just a few.

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

Is Your Financial Advisor Switching Firms? Evaluate Your Options

If you recently learned your financial advisor is switching firms, check out this advice before committing to next steps.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 11/7/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 11/7/24

The Top Secrets to a Happy Retirement

Retirement comes with its fair share of unique challenges, but a well-executed mental and financial game plan can help make this time of your life that much more gratifying.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 11/4/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 11/4/24

SEP vs. SIMPLE IRAs: Which is Right for Your Business?

Self-employed and/or run a small business? Know you have different retirement plan options for yourself and your employees, including SEP and SIMPLE IRAs.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/28/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/28/24

How Much Life Insurance Do I Need?

Most people know they need life insurance, but it’s not always easy to determine which type or how much coverage is required.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/21/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/21/24

Retirement Savings Strategies for Procrastinators

Want tips on how late starters can boost their retirement savings? Read this post.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 10/14/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 10/14/24

What is a Savings Bond, and How Does It Work?

Curious to learn what savings bonds are and if they’re the right investment for you? Read our post to find out.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/3/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/3/24

Common Retirement Questions, Answered

In this post, we’ve compiled answers to some of the most common questions to help you plan and move forward on your journey toward retirement.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/19/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/19/24

Capital Gains Tax on Home Sales

If you’re looking to sell a home that has substantially increased in value over time, know that capital gains tax could take a big bite out of your earnings.