Extras

Below you will find company news, our weekly e-newsletter archive, and much more!

 

Hot Off The Press!

icon_newsSelect the links below to read the latest articles featuring Steve DeCesare, CFP®, President of DeCesare Retirement Specialists, as an editorial resource.

 

Stephen DeCesare, CFP®, Named 2017 Five Star Wealth Manager PA Nov 2017

The Wall Street Journal Voices: “Knowing the Ins and Outs of ESOPs” Jun 2016

The Franklin Prosperity Report “Protect Yourself From a Pension Going Bust” Oct 2015

Life Health Pro “What’s the secret to becoming a multi-generational advisor” Oct 2015

Washington Post “Afraid your retirement nest egg won’t last long? You’re not alone.” Jul 2015

GoodCall.com “529 Plans Aren’t Created Equal. Which One is Right for Your Family?” Jun 2015

Money.com “When It Comes to Muni Funds, Does Location Matter?” Mar 2015

Bankrate.com “After-tax 401k rollover to Roth IRA Ok’d” Jan 2015

USA Today (Print) “4% rule has staying power” Dec 2014

USA Today (Online) “Retirement: Is the 4% rule still relevant?” Dec 2014

 

 

Company Announcements

icon_announcementsFor news regarding DeCesare Retirement Specialists, please view our news releases below.

 

Stephen DeCesare, CFP®, Named 2017 Five Star Wealth Manager PA – Nov 2017

Stephen DeCesare, CFP®, Named 2017 Five Star Wealth Manager NJ – Dec 2016

Stephen DeCesare, CFP®, Named 2016 Five Star Wealth Manager – Aug 2016

Stephen DeCesare, CFP®, Named 2015 Five Star Wealth Manager – Nov 2015

Stephen DeCesare, CFP®, Joins Financial Services Institute – Jun 2015

DeCesare Retirement Specialists Open Philadelphia Office – Jan 2015

Stephen DeCesare, CFP®, Named 2014 Five Star Wealth Manager – Nov 2014

 

 

“The Retirement Report” Monthly E-Newsletter

icon_enewsletterTo subscribe to our free monthly e-newsletter, The Retirement Report, click here. An archive of our past issues can be found here.

 

 

 

E-Bridge Connecting Your Financial Life

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For easy to follow steps on working with your personal website through E-Bridge, click on the links below.

 

DRS E-Bridge Login

DRS E-Bridge Overview

DRS E-Bridge Mobile App Setup

DRS E-Bridge Organizer

DRS E-Bridge Homepage Update

 

Partners

icon_affiliationsDeCesare Retirement Specialists is proud to be working alongside the following organizations.

 

 

CFP The esteemed CERTIFIED FINANCIAL PLANNER™ certification is awarded by the Certified Financial Planner Board of Standards, Inc. to financial professionals who complete a lengthy and demanding certification process that includes not only education, examination and experience requirements but also actively-enforced ethics requirements that hold CFP® certificants to a fiduciary duty of care. To attain CFP® certification, a candidate must first complete a thorough course of study, pass the rigorous CFP® Certification Examination and maintain the designation’s continuing education requirements each subsequent year.
Charles Schwab & Co, Inc.

 

DeCesare Retirement Specialists has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Charles Schwab & Co, Inc. (“Schwab”) has more than 20 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients. By using Schwab as primary custodian, DeCesare Retirement Specialists has access to a wide range of products and services that help us serve our clients.
 FPA The Financial Planning Association® (FPA®) is a leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA is the premier resource for the public to find a financial planner who will deliver advice using an ethical, objective, client-centered process.
  Five Star Professional conducts market research to define and promote professional excellence in the professions we serve. The Five Star designation assists consumers in selecting a service professional that other consumers say provides exceptional client satisfaction and service. Five Star Professional joins forces with city and regional magazines to publish our research to consumers and promote Five Star-designated professionals in more than 45 markets across the United States.Five Star Professional was founded in 2003 and is based in Eagan, Minnesota.
Triad Advisors, LLC. is a Broker-Dealer, SEC Registered Investment Advisor and Insurance Agency headquartered in Atlanta, Georgia. Triad offers a comprehensive, open architecture menu of wealth management solutions as well as continuing education and training for its advisor partners, enabling them to choose the best investment solutions for each client’s needs.

 

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