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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® 1/26/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/26/26

Roth IRA Conversions: Rules, Restrictions, and Taxes

Here’s everything you need to know about Roth IRA conversions, including the circumstances making this investment strategy most appealing.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/21/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/21/26

Should I Take a Lump-Sum Pension Offer or Monthly Annuity?

Choosing whether to take a lump-sum pension offer or monthly payment plan (annuity) is a highly personal decision—and not always so clear-cut.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/19/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/19/26

What Is an HOA? A First-Time Homebuyer’s Guide

Is the house you have your eye on part of an HOA? Read this article before you buy to better understand potential implications.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/12/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/12/26

401(k) and IRA Catch-Up Contributions for 2026

If you’re age 50 or older and want to save more money for retirement, you should most certainly familiarize yourself with catch-up contributions.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/7/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/7/26

Biggest Retiree Expenses and How to Minimize Them

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.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/2/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/2/26

How Much Should My Car Payment Be?

You might be asking yourself: What should my car payment be? Read this article to heed the advice of financial planners when answering this same question.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/18/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/18/25

Portfolio Diversification: Why It’s Important

Portfolio diversification means spreading your investments across different asset types, sectors, and regions. Learn all about this strategy here.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/15/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/15/25

Choosing Between Mutual and Index Funds: What You Need to Know

Mutual funds vs index funds: What are the key differences, and how do you know which investment vehicle is right for you?

Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/11/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/11/25

Retirement Plans for the Self-Employed

Are you a small business owner or self-employed and curious about retirement plan options? Check out this menu of choices that can immediately help boost your savings!