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...
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...
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...
Steve DeCesare shares retirement income planning insight with The Washington Post: Afraid your retirement nest egg won’t last long? You’re not alone. We once thought of retirement as a time to relax, play golf and maybe travel — to finally have a little fun. For some, that will still be the case. For others, the...
Steve DeCesare lends advice to GoodCall.com about why 529 Plans Aren’t Created Equal: What You Need to Know Before You Invest With college costs on the rise, families across the country are turning to 529 savings plans to sock away money. But these plans aren’t created equal, which means you have to shop around before...
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...
