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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® 9/11/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 9/11/25

What is a Portfolio Stress Test and Why It’s Important

A portfolio stress test can put you in a better financial position so the next market downturn won’t take an unnecessary bite out of your hard-earned savings.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 9/1/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 9/1/25

What is a Market Index and How Do Market Indices Work?

Click here to learn the basics of what a market index is, how to invest in one, and other tips to help you make informed investment decisions moving forward.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/17/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/17/25

What is the 4% Rule for Retirement Withdrawals?

Are you wondering how to establish a safe withdrawal rate for your retirement savings? Read this post about the 4% rule.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/14/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/14/25

The Closing Process: What to Expect When You’re Buying a Home

What happens at a real estate closing? How long does it take to close on a home? This article answers these questions and more.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/11/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/11/25

What is a Will, What Does it Include, and Why Do You Need One?

In this post, we’ll discuss what a will is, why you need one, and situations calling for updates to this important document.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/6/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/6/25

What Happens to Your 401(k) When You Change Jobs?

Which actions should you take with your 401(k) upon leaving a job? This post explains your options you’ll need to make when it comes to this very subject.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/4/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/4/25

15 Key Elements of the One Big Beautiful Bill Act

The One Big Beautiful Bill Act, passed into law on July 4, 2025, includes several changes relevant to taxpayers. Check out some of its key elements in this article.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/31/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/31/25

401(k) Withdrawal Rules: What You Should Know

Failing to fully understand 401(k) withdrawal rules has several consequences. Read all about them in this post.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/28/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/28/25

Fixed Income Investments: What They Are and How They Work

Looking to preserve capital, generate consistent cash flow, and/or reduce overall portfolio risk? Read this article to learn how fixed income investments can help.