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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® 9/3/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 9/3/26

Is South Carolina the Right Move for Your Retirement?

Thinking of retiring in South Carolina? Weigh its new two-tier income tax, tax-free Social Security, and low property taxes against the trade-offs.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/31/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/31/26

Is North Carolina the Right Move for Your Retirement?

Explore retiring in North Carolina in 2026. Learn about the 3.99% flat tax, housing affordability, and top-ranked healthcare for your best retirement.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/31/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/31/26

Is Arizona the Right Move for Your Retirement?

Thinking of retiring in Arizona in 2026? Weigh the state’s 2.5% flat tax, Social Security exemption, and senior property-tax freeze against the trade-offs.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/27/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/27/26

Which States Don’t Tax Pension Income?

Learn which 13 states don't tax pension, 401(k), or IRA income (as of 2026)—plus how Social Security is treated—to aid your retirement planning.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 8/24/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 8/24/26

Insurance Audit: What Coverage Do You Actually Need?

Has your insurance kept up with your growing income and assets? Our audit guide covers disability, umbrella, life, home/auto, and HDHP+HSA strategy.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/20/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/20/26

RMDs: Rules, Penalties, Avoiding/Minimizing Taxes, and More

If you’re saving money in a 401(k) or traditional IRA for retirement, you’ll need to familiarize yourself with RMDs and associated rules.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/17/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/17/26

What to Look for When Buying a House

Buying a house? Learn how to spot the details that matter from location and layout to red flags and hidden costs.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/13/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/13/26

The Retirement Tax Bomb: How to Avoid a Costly Surprise

How RMDs, IRMAA, Social Security taxation, and the widow's penalty create a retirement tax bomb—and proactive strategies to defuse it before it detonates.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/10/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 8/10/26

How Much Does Medicare Cost in 2026?

What Medicare really costs in 2026 — Part A, B, C, D, and Medigap premiums, deductibles, IRMAA surcharges, and how to lower your bill.