DeCesare Retirement Specialists

Economic Update

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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Our featured article of the month, Retirement Fact Sheet, attempts to clarify some misconceptions regarding retirement savings, taxes, the use of credit and planning. For instance, if you are still working or earning income, retirement vehicles are still available to you. One may wish to catch up on savings, or have more than adequate savings...

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Our highlighted article of the month, Certain Uncertainties in Retirement, touches on two significant concerns amongst soon to be and existing retirees. Tax structure uncertainty weighs on many reader’s minds as some grim data is being reported concerning unfavorable milestones in the national debt and continued questions regarding Social Security’s future sustainability. Adverse adjustments to...

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