DeCesare Retirement Specialists

Work to Wealth

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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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...

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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...

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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...

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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....

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