DeCesare Retirement Specialists

Work to Wealth

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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Our featured monthly article, Guarding Against Identity Theft, is a departure from the typical financial articles presented in this newsletter, however due to increased usage of accessing financial information online over the past decade or so, these two areas have become inextricable intertwined. As evidenced by my company’s recent mandatory audit, which included a four...

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Our featured monthly article, Adjusting Your Portfolio as You Age, highlights some prudent points in regard to asset and risk management within your investment portfolio. Without any readjustment, over time, portfolios naturally shift towards the outperforming investment in the group, leaving the overall allocation skewed. This shift could result in unintended additional risk and exasperated...

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Our featured monthly article, Tax Efficiency in Retirement, outlines some very commonly used tax advantaged vehicles for saving and planning for retirement. As described, the 401(k) and Traditional IRA offer immediate tax benefits, while the Roth IRA provides a longer term advantage. They both have their pros and cons, but determining the best value for...

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