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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® 4/28/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/28/26

Estate Planning Checklist: How to Get Your Affairs in Order

Want to better understand estate planning basics? Read on for a checklist of steps to take and documents to use when planning your affairs.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/27/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/27/26

The New Jersey Inheritance Tax: What You Need to Know

While New Jersey’s inheritance tax remains one of the most complex state-level death taxes, informed planning and sound advice can make all the difference in this respect.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/20/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 4/20/26

College Savings: A Guide to 529 Plans

Discover how 529 college savings plans help parents save for their children’s education, getting some answers to frequently asked questions as well.

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

What is a Roth IRA, and How Does It Work?

Find out what a Roth IRA is, how it works, how to determine if it's a suitable investment for you, and much more in this article.

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.