DeCesare Retirement Specialists

Retirement

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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Our featured article of the month, Rehearsing for Retirement, illustrates ways to trial run your departure from your working life to your retirement life by role playing in your own future production. While it may sound a little unsual, this rehearsal method can help you develop and then test the mindset you may encounter when the...

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Our featured article of the month, Should You Downsize for Retirement?, asks some thought provoking questions and considerations when trying to decide where to live in retirement. If the family house is now an empty nest, wouldn't it make sense to downsize either to a familiar area surrounded by your support systems or near children and family? Sounds...

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Our featured article of the month, Are You Retiring Within the Next 5 Years?, asks some foundational questions when considering and planning for your future retirement. Questions regarding necessary income levels to cover expenses, retirement home(s) location considerations, as well as portfolio adjustments based on your needs. Additionally, considerations for your retirement lifestyle, meaning, what are...

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Our featured article of the month, Wise Decisions with Retirement in Mind, highlights some of the larger goals that should be explored prior to ultimately making the decision to retire. While the article describes some sound prudent steps to help you determine your retirement readiness, others speak to the retirement lifestyle you are seeking to obtain. For instance,...

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Our featured article of the month, End of the Year Money Moves, provides a few questions that may help you consider some necessary or prudent moves prior to year-end. With another year of significant disruptions, work statuses may have adjusted, resulting in changes in your tax status. You may have increased your charitable contributions due to the...

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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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