DeCesare Retirement Specialists

Economic Update

Our featured article of the month, The Behavior Gap and Your Financial Health, describes something all of us humans can succumb to now and again; emotional reactions. This article touches on times in invesment markets when emotions are high, like now, which leads to many investors making poor financial decisions. Depending on your situation and your investment...

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Our featured article of the month, Fed Chair Changes His Tune, describes the recent shift in language being used by Chairman Powell to address inflation in the economy. As inflation continued to gain traction throughout 2021, Chairman Powell had no choice but to acknowledge what many consumers have already realized, inflation is here to stay....

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Our featured article of the month, Are Your Taxes Going to Change?, briefly touches on the pending legislative actions being proposed in DC that may impact your personal finances. As mentioned, this process will likely take months to iron out and may very well never get passed at all. However, the significance of the proposed legislation...

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Our featured article of the month, A 6.1% Bump In Social Security?, briefly describes the potential for one of the largest COLA (Cost Of Living Adjustments) in almost 40 years. With the topic of the day centered on inflation, the rising cost of goods and services, seniors collecting SSA benefits may see quite a significant...

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Findings From EBRI’s Spending in Retirement Survey Summary InfoGraphic PDF The Employee Benefit Research Institute’s (EBRI’s) Spending in Retirement Survey was conducted in September 2020. An online survey, the Spending in Retirement Survey queried 2,000 individuals ages 62 to 75 about their spending habits and their situation at and during retirement. Ninety-seven percent reported being...

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Our featured article of the month, 2021 Off to a Fast Start, provides a quick summary on the most recent events that occurred during the first few weeks of this new year and the markets' reaction. With a new administration firmly in place, the excitement surrounding the festivities and related activities are expected to subside as the...

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Our featured article of the month, Annual Financial To-Do List, summarizes useful financial considerations that can be performed prior to year end. Since this year has looked different for many from a financial perspective, spending a little more time preparing tax related items may be even more beneficial. For instance, if you have had a...

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Our featured article of the month, Retirement 2020, outlines a brief Question & Answer (Q&A) format to better understand the changes to retirement related rules under two new provisions for 2020; the SECURE Act and the CARES Act. Our monthly newsletter from January highlighted some of the more significant changes of the SECURE Ac, it can...

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