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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® 10/6/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/6/25

What is Medicare Part B, and What Does it Cover?

Read this post to learn all about coverage, costs, and common questions you may have about Medicare Part B.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 10/1/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 10/1/25

Year-End Tax Planning: Strategies to Save You Money

In this post, we’ll cover year-end tax strategies designed to help optimize this portion of your financial life.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/29/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/29/25

What Is a Home Appraisal? A Complete Guide for Buyers

A home appraisal confirms that the property you're buying is worth the price you agree to pay—discover more about the process and what you should know.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 9/21/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 9/21/25

Self-Directed IRA (SDIRA): How it Works and How to Open One

Learn what exactly a self-directed IRA is, the advantages and risks of owning one, and how to determine if this type of investment is right for you.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/18/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/18/25

Divorce: Your Ex-Spouse’s Rights to Retirement Benefits

Splitting retirement accounts as part of a divorce settlement? Learn about your ex-spouse’s rights to these retirement benefits and much more in this article.

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.