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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® 6/5/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/5/25

Transitioning to Medicare With (or Without) Private Health Insurance

Transitioning to Medicare with (or without) private health insurance isn’t as straightforward as you may think. Read this post to feel better prepared.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 5/22/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 5/22/25

Investing for Monthly Income

If you're nearing retirement (or are already retired!) and considering monthly income investment options, check out this article.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 5/14/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 5/14/25

Financing Education: Coverdell ESA vs. 529 Plans

Coverdell ESA vs 529 plans: Which is better to finance your child’s education? Read this post to find out.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 5/12/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 5/12/25

7 Things You Can Do in Your 60s to Better Prepare for Retirement

Whether retirement is still one or a couple of years away, you can take a few strategic steps to better prepare and thus better enjoy your golden years.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/28/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/28/25

What are Mortgage Points, and Are They Worth it?

What are mortgage points, and how can you assess whether or not to buy them on your next mortgage? Read this post to find out before you buy down your rate!

Bill Stavros, Reviewed by Benjamin Stark, CFP® 4/21/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 4/21/25

Lease Buyouts: A Comprehensive Guide

This post discusses what lease buyouts are, how they work, whether you should buy out a leased car, and much more.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 4/7/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 4/7/25

ETF vs Mutual Fund: Which is the Better Investment Option?

In this article, we’ll explore key differences between ETFs and mutual funds to help you decide which is the right investment for you.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/2/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/2/25

What is Escrow on a Mortgage, and How Does it Work?

Escrow accounts are essential for many types of financial transactions, particularly in real estate. Learn what escrow accounts are, how they work, and much more.