Assessment of current situation and how it relates to you Sentiment about the markets and the economy is a funny thing. The investment and economic world is filled with numbers and data, but how do you calculate a feeling? There are surveys, investment flows and even indexes meant to try and measure those feelings. But...
Steve DeCesare Answers Reader’s Investing Question for Money Magazine’s “Ask The Expert” Feature When It Comes to Muni Funds, Does Location Matter? Q: I live in New York state and currently invest in a high-yield municipal bond fund. Should I switch to a tax-exempt New York muni fund? — Connie A: There are lots of...
January 5, 2015 – Marlton, NJ – Independent financial and retirement planning firm, DeCesare Retirement Specialists, is pleased to announce the opening of its second location in Center City at 1515 Market Street, Suite 1200; Philadelphia, Pa. 19102. The Philadelphia office hours are by appointment only Monday through Friday, for more information call (856) 235-3830...
Press Release: DeCesare Retirement Specialists Opens Philadelphia Office January 5, 2015 – Marlton, NJ – Independent financial and retirement planning firm, DeCesare Retirement Specialists, is pleased to announce the opening of its second location in Center City at 1515 Market Street, Suite 1200; Philadelphia, Pa. 19102. The Philadelphia office hours are by appointment only Monday...
Steve DeCesare Shares Insight on New IRS Ruling with Bankrate.com “After-tax 401(k) rollover to Roth IRA OK’d” Millions of employees have had the option to make after-tax contributions to their traditional 401(k) plans for many years — long before the Roth 401(k) came on the scene. Now, a recent IRS ruling makes it easier to...
Steve DeCesare Provides Insight to Personal Finance Editor, Rodney Brooks, on “Retirement: Is the 4% rule still relevant?” For the last 20 years there has been a steadily consistent rule of thumb by America’s financial planners when it comes to retirement — the 4% rule. And what exactly is the 4% rule? In short, it’s...
Dec. 1, 2014 — Independent wealth manager, retirement planner and president of DeCesare Retirement Specialists, Stephen DeCesare, CFP®, was presented with the 2014 Five Star Wealth Manager Award from Five Star Professional, a market research organization dedicated to defining and promoting professional excellence. This is DeCesare’s third consecutive year of receiving this acknowledgement; the most recent honor will be published in the...
Press Release: Stephen DeCesare, CFP®, President of DeCesare Retirement Specialists Named 2014 Five Star Wealth Manager Independent wealth manager, retirement planner and president of DeCesare Retirement Specialists, Stephen DeCesare, CFP®, was presented with the 2014 Five Star Wealth Manager Award from Five Star Professional, a market research organization dedicated to defining and promoting professional excellence....