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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® 4/16/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 4/16/26

What is a Traditional IRA, and How Does it Work?

Learn how a traditional IRA works, how to open one, if it's a suitable investment for you, and much more in this article.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/15/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/15/26

Who Gets the House in a Divorce?

Learn your options when it comes to house possession in a divorce and key steps to steer clear of common financial mistakes.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 4/13/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 4/13/26

A Beginner’s Guide to Mutual Funds

Mutual funds are an affordable way to help diversify your portfolio, but there’s a lot you should know about them before deciding to invest.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 4/9/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 4/9/26

A Beginner’s Guide to Portfolio Asset Allocation

If you invest in the market, it’s imperative to understand the meaning and purpose of asset allocation and why it’s so important.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/2/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/2/26

How to Minimize Retirement Income Taxes

Looking to cut retirement income taxes? This article delves into specific strategies to consider so you can keep more of your hard-earned money in your own pockets.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 4/1/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 4/1/26

What is an Index Fund, and How Does It Work?

Want to learn what index funds are and if they’re the right investment for you? Read our post to find out.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 3/31/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 3/31/26

1031 Exchange: How it Works and Rules You Should Know

A 1031 exchange is a sophisticated tax-planning tool that has many advantages, but the process demands strict adherence to IRS rules.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 3/25/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 3/25/26

Home Affordability: How Much House Can I Afford?

Looking to buy a new home, but not sure how to calculate how much house you can afford? We’ll cover key elements you need to know about mortgage affordability.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 3/23/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 3/23/26

Medicare Explained: Eligibility, Benefits, Costs, and More!

Since most Medicare recipients wish they better understood the program, we’re happy to cover the basics here including eligibility, benefits, costs, and more!