DeCesare Retirement Specialists

Work to Wealth

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, The Behavior Gap and Your Financial Health, describes something all of us humans can succumb to now and again; emotional reactions. This article touches on times in invesment markets when emotions are high, like now, which leads to many investors making poor financial decisions. Depending on your situation and your investment...

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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, Major Risks to Family Wealth, highlights some of the more commonly made mistakes investors make when planning for their family wealth's legacy is incomplete or ignored. Many, even without substantial financial wealth, do not appreciate the implications of such a misstep. The Federal estate tax limit in 2022 is $12.06...

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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, Fed Chair Changes His Tune, describes the recent shift in language being used by Chairman Powell to address inflation in the economy. As inflation continued to gain traction throughout 2021, Chairman Powell had no choice but to acknowledge what many consumers have already realized, inflation is here to stay....

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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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