DeCesare Retirement Specialists

Work to Wealth

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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Our featured article of the month, Are Your Taxes Going to Change?, briefly touches on the pending legislative actions being proposed in DC that may impact your personal finances. As mentioned, this process will likely take months to iron out and may very well never get passed at all. However, the significance of the proposed legislation...

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Our featured article of the month, A 6.1% Bump In Social Security?, briefly describes the potential for one of the largest COLA (Cost Of Living Adjustments) in almost 40 years. With the topic of the day centered on inflation, the rising cost of goods and services, seniors collecting SSA benefits may see quite a significant...

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Findings From EBRI’s Spending in Retirement Survey Summary InfoGraphic PDF The Employee Benefit Research Institute’s (EBRI’s) Spending in Retirement Survey was conducted in September 2020. An online survey, the Spending in Retirement Survey queried 2,000 individuals ages 62 to 75 about their spending habits and their situation at and during retirement. Ninety-seven percent reported being...

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Our featured article of the month, 2021 Retirement Confidence Survey, illustrates just a slice of the immense amount of data EBRI tallied in their annual survey of retirement expectations. A summary of the 35 page report can be found HERE and an infographic on retiree spending can be found HERE. As stated in part of...

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Our featured article of the month, Retirement Seen Through Your Eyes, poses a few insightful questions on planning your future years. What will be your purpose? What accomplishes are you intent on fulfilling? What sparks your interest? Long gone are the days of depression era retiree ideas of lounging on the couch waiting for the...

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