DeCesare Retirement Specialists

Work to Wealth

President Clinton signed the “‘Senior Citizens’ Freedom to Work Act Of 2000” in April of 2000 allowing Social Security receipients to suspend payments and earn delayed retirement credits. However, new claiming strategies were born from this legislation and in November of this year, Congress voted to eliminate two popular filing strategies to maximize benefits. In...

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Stephen DeCesare, CFP® Named 2015 Philadelphia & 2016 New Jersey Five Star Wealth Manager Marlton-based Certified Financial Planner™ earns professional honor for fourth consecutive year December 1, 2015 – Marlton N.J. – Independent wealth manager, retirement planner and president of DeCesare Retirement Specialists, Stephen DeCesare, CFP®, was presented with the 2015 Five Star Wealth Manager...

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Steve DeCesare lends some advice to leading financial trade website Life Health Pro, on What’s the secret to becoming a multigenerational advisor? Being a multigenerational advisor has become a hot topic these days in the insurance and financial services industries. We spoke with Stephen DeCesare, CFP®, and founder and president of DeCesare Retirement Specialists, to...

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The highly anticipated Federal Open Market Committee (FOMC) meeting concluded yesterday with the Federal Funds Rate left unchanged. Comments by Chair Yellen left some observers scratching their heads. While a rate increase was less expected than a few months ago, the reasoning behind the governor’s decision left many market participants concerned. Two important points were...

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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...

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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...

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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...

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DRS Opens Philly Office

| Work to Wealth

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...

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