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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® 6/25/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/25/25

Stock Dividends: What They Are and How They Work

While investing in dividend-paying stocks is often an appealing prospect, it’s important to familiarize yourself with corresponding risks and potential tax implications before doing so.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/23/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/23/25

Rebalancing Your Investment Portfolio: Why, How, and When

In this post, we discuss the concept of portfolio rebalancing, why you should rebalance, and the risks of not doing so.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/16/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/16/25

Understanding the Roth IRA 5-Year Rule

Learn everything you need to know about the Roth IRA 5-year rule, including its impact on withdrawals, conversions, and inherited IRAs.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/9/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/9/25

What is the Penalty for Not Taking RMDs?

Not taking an RMD before the deadline can hit you with a penalty—25% of the amount not withdrawn, so it’s important to read up on how to avoid such fees.

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® 5/8/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 5/8/25

Full Retirement Age for Social Security, Explained

You can begin receiving full Social Security benefits upon reaching your full retirement age (FRA). Find out just why it’s so important to know this number.