DeCesare Retirement Specialists

Work to Wealth

Our featured article of the month, Consider Keeping Your Life Insurance When You Retire, starts the conversation on this topic and expands on it slightly in regards to insurance planning strategies. Traditionally, life insurance was considered unnecessary once you hit retirement, the nest was empty and a liability such as a mortgage was satisfied. However,...

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Our featured article of the month is the announcement of the 2024 NJ Five Star Wealth Manager Award for New Jersey. It is an honor to consistently be recognized by my clients and this organization for the work I perform on their behalf. Here's to 2024, my 24th year in the financial planning industry.  ...

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Our featured article of the month, Where Will Your Retirement Money Come From?, outlines retirement resources, then compares the expectations and the realities for retirees' income sources during their retirement years. As defined benefit plans become a thing of the past, workers have been responsible for their own retirement savings through employer sponsored plans like...

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Our featured article of the month, Retirement Realities, answers some frequently asked questions about retirement expectations. Online calculators are certainly helpful with projecting figures out many years, but they lack any nuance. Even the systems used by financial planners provide figures and calculations without taking into account the reality of life. Experience and counsel are...

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Our featured article of the month, Navigating Retirement Pitfalls, reminds retirees about the sidesteps that can lead to difficulties when it comes to their retirement planning moves. While life happens and the inevitable falls upon us, being prudent and following sound advice can help lessen the overall impact possible miscues may have on the health...

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Our featured article of the month, Does Your Portfolio Fit Your Lifestyle?, delves into the understanding that retirement income planning, while numerically driven, can largely be influenced by lifestyle. After non-discretionary expenses are covered, choices made within the discretionary income expenditures are focused on the goals and wants of your desired existence. Understanding your desires...

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