DeCesare Retirement Specialists

Work to Wealth

Auto insurance is a given for all drivers and adding your teenage driver to the family policy is usually the only cost beneficial option for coverage. However, as your teens grow into young adults, consider speaking with Our featured article of the month, Family Insurance Needs, briefly outlines the major insurance overages that should be...

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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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