DeCesare Retirement Specialists

Planning

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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Our featured article of the month, Secure Act 2.0, describes how in the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it's a follow-up to the Setting Every Community...

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Our featured article of the month, Should We Reconsider What “Retirement” Means? provides a brief explanation of the changing concept of retirement amongst today's retirees. Mostly gone is the old adage involving a sofa and the TV. Today's retirement has become dynamic, involving new business startups, volunteer work or international relocation. Retirees are finding energy for new...

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