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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® 6/15/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/15/26

How to Pay Off Debt: Strategy for Young Professionals

Wondering how to tackle student loans, credit cards, or mortgage debt? Our strategic guide to debt payoff covers avalanche vs. snowball, refinancing, and more.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/11/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/11/26

Beyond the 401(k) Match: Tax-Smart Retirement Moves

You’ve claimed your 401(k) match – now what? Explore tax-smart retirement strategies like Backdoor Roths, HSAs, and Mega Backdoor Roths.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/9/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/9/26

Special Needs Trusts: The Basics

A special needs trust helps people with disabilities maintain their government benefits and enjoy extra support for a better life. Learn all about them here.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/8/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/8/26

HSA vs FSA: Which is Better for You?

Here's what you need to know about HSAs and FSAs to help you decide which account is best for you and your family.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/5/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/5/26

Stock Splits, Explained

Learn all about stock splits in this article, including what they mean for both existing shareholders and prospective investors.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/4/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/4/26

The 10 Biggest Medicare Mistakes That Could Cost You

Medicare mistakes can cost you for life. Here are 10 of the most common—including IEP timing, Part B/D penalties, IRMAA, and Medigap windows—and how to avoid them.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/2/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/2/26

Should You Pay Off Your Mortgage Before Retirement?

Should you pay off your mortgage before retirement? It all depends on your rate, taxes, liquidity, and timeline. Use this pre-retiree decision framework.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/2/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/2/26

The Best States for Taxes in Retirement

It’s easy to overlook taxes when choosing where to live during your golden years, which is precisely why we assembled this guide highlighting the best states for taxes in retirement.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/1/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/1/26

What is Financial Planning?

Read this article to learn what financial planning is and gain a deeper understanding of its seven components.