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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® 7/15/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/15/26

Social Security Earnings Limit 2026: Can You Collect While Working?

While you can continue working and receive Social Security benefits simultaneously, doing so can temporarily reduce the dollar amount of your monthly check.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/14/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/14/26

Financial Planning in Your 30s and 40s: How to Build Wealth

A practical financial-planning guide for your 30s and 40s—how to build wealth through smart saving, tax-advantaged accounts, debt payoff, and protecting what you’ve earned.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/13/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/13/26

12 Money Mistakes We See Higher Earners Make in Their 40s

From overspending on cars to outdated wills, here are the 12 financial mistakes we see most often from higher earners in their 40s—and how to fix each one.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/12/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/12/26

Divorced Spouse Social Security Benefits: How They Work

Can a divorced spouse collect Social Security from his or her ex? Find out the answer to this and much more in our latest post.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/9/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/9/26

A Guide to Tax Planning

A plain-English guide to tax planning—the levers that lower your bill, how timing and accounts work together, and how it fits your broader financial plan.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/8/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/8/26

Estate Taxes Explained: Federal, State, Gift, and Inheritance

Estate, inheritance, and gift taxes explained for 2026 — the federal $15M exemption, New Jersey’s inheritance tax, gifting limits, and how to plan around them.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/8/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/8/26

A Guide to Tax-Advantaged Health Accounts

A fiduciary’s guide to tax-advantaged health accounts—how HSAs, FSAs, dependent care FSAs, and HRAs work in 2026, and how to choose the right one for you.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/7/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/7/26

A Guide to Early Retirement Health Insurance Before Age 65

Retiring before 65? Learn how to fund health insurance pre-Medicare. Our 2026 guide covers ACA subsidies, COBRA, and tax-smart moves for the “decision decade.”

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/5/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/5/26

IRAs Explained: Types, Rules, and How to Choose the Right One

Your guide to IRAs: how Traditional, Roth, SEP, SIMPLE, and spousal accounts work, plus 2026 contribution limits, Roth conversions, and inherited IRA rules.