DeCesare Retirement Specialists

Insurance

Our featured article of the month, What Happens When There Are No Beneficiaries, outlines the common steps utilized when determining the benficiary of an investment or proceeds from an insurance policy. As stated, most retirement plans will default to the surviving spouse, by state law, even if no beneficiary is listed on the plan account. Of...

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Our featured article of the month, Before You Claim Social Security, poses some preliminary questions that should be considered prior to making your claim. Ironically, the most pressing question is also the most difficult one to answer. How long will you live? For obvious reasons, that question is rather impossible to answer with true accuracy....

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