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Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/16/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/16/26

Tips for Choosing Where to Live in Retirement

Choosing the right place to live can significantly impact how much joy (or regret) you’ll have in retirement. Here are some tips to help.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/16/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/16/26

What is a 401(k) and How Does it Work?

This guide covers everything you need to know about 401(k) plans including what they are, how they work, and your options when changing jobs.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/16/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/16/26

The Widow's Tax Penalty: What It Is and How to Avoid It

The widow’s penalty surprises many people after the death of a spouse, often triggering higher taxes and reduced income that create a larger financial burden.

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

Can You Collect Social Security While Working as a Retiree?

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From overspending on cars to outdated wills, here are the 12 financial mistakes we see most often from higher earners in their 40s—and how to fix each one.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