DeCesare Retirement Specialists

Retirement

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, TOD or Living Trust?, reviews two simple methods for shielding assets from probate. A Revocable Living Trust is a very effective vehicle used to transfer assets without being hampered by the probate process. They require more work establishing them initially, but once they are setup and funded, they do...

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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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