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What You Should Know About the New Jersey “Exit Tax”
What You Should Know About the New Jersey “Exit Tax”

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.

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Sequence of Returns Risk: How This Can Ruin Retirement Dreams
Sequence of Returns Risk: How This Can Ruin Retirement Dreams

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!

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Biggest Retiree Expenses and How to Minimize Them
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.

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Bear Markets: What They Are and How to Invest in Them
Bear Markets: What They Are and How to Invest in Them

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!

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Retirement Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® Retirement Bill Stavros, Reviewed by Paul Muller, AEP®, CFP®

How a QCD Can Help You Reduce Taxes

If dispersing money to charity and acting with tax efficiency in mind are two of your financial objectives, consider a QCD (qualified charitable distribution).

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