Paul Decelles

Sometimes, it can be hard to spend the assets you spent so long accumulating. This article is meant to show you what spending in retirement can look like, depending on your goals. tinybfs.com/t/WuiEYk

This week’s Market Commentary offers perspective on recent economic developments and market trends worth watching, always through a long‑term planning lens. Read more: decellesfinancial.com/weekly-market-…

Planning plays a central role in turning opportunity into progress. Thoughtful preparation can help you respond confidently when life — and markets — present changes.

Today we celebrate mothers for their care, guidance, and unwavering support. Wishing all mothers and mother figures a meaningful and well‑deserved Mother’s Day.

The new Market Commentary is now available. Staying informed while keeping long‑term goals front and center can help avoid reactive decisions during periods of market movement. Read the update here: decellesfinancial.com/weekly-market-…

Markets never move in a straight line, but planning provides the foundation for making informed long‑term decisions. This week’s commentary breaks down the latest movements. Full update: decellesfinancial.com/weekly-market-…

This week’s Market Commentary is now live. Staying informed—without reacting impulsively to short‑term swings—is one of the keys to long‑term success. Read the full update here: decellesfinancial.com/weekly-market-…

Quick reminder: Our office and the markets will be closed tomorrow for Good Friday! We hope you have a wonderful Easter weekend, and we look forward to serving you again next week!

I’m a history buff and love presidential biographies. This week I finally visited the JFK Presidential Library after driving past it for years. Getting to stand in the replica Oval Office was a great reminder of our unsurpassed American heritage.

Learn how the 50/30/20 budget rule can streamline your finances. Discover how to balance needs and wants while prioritizing long-term saving and investing goals. tinybfs.com/t/YGRUP4

Read up on LPL's Weekly Market Commentary for this week: decellesfinancial.com/weekly-market-…

Wealth management goes beyond investments. Our approach blends investment consulting, advanced planning, and relationship management to support your full financial picture.

Small financial habits add up. 📊 Review your monthly spending and look for patterns—awareness is the first step toward smarter decisions.

Is phased retirement for you? It may be if the thought of stopping work cold turkey is not appealing. tinybfs.com/t/zobFyq

Read up on LPL's Weekly Market Commentary for this week: decellesfinancial.com/weekly-market-…

When people are told to “budget better” in the face of rising housing and healthcare costs, it can sound like common sense. But it also signals a deeper shift: financial risk is moving from institutions to individuals - and it has m tinybfs.com/t/lBSklz

Read up on LPL's Weekly Market Commentary for this week: decellesfinancial.com/weekly-market-…

Honoring the women who bring dedication, care, and excellence to our clients and our team. Thank you, Cara and Therese - we couldn't do it without you!

Did you know? Starting in 2025 and 2026, several tax credits and deductions are shifting — from vehicle interest deductions to expanded child tax credits. These changes could impact your return.

The deadline for employers to send out all W-2 and 1099 forms reporting income was February 2. tinybfs.com/t/myZ501