DecimaWealthConsulting
@DecimaWealth
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Helping retirees enjoy life-not worry about it. I simplify retirement income, investments and taxes.
Joined May 2025
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Are you using January to organize your financial future? Download my free retirement checklist to help simplify the process. https://t.co/ANR6BXx318
linkedin.com
Most people say they have a retirement plan. Yet many still feel stressed. According to Fidelity’s 2026 New Year’s Financial Resolutions Study: • 71% say they have a plan to reach their goals •...
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Question of the day. If I loan you money to pay my fee, does it count as revenue?
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Here are 4 open enrollment questions everyone should ask. Make sure you don't have your employer benefits enrollment on autopilot. #HealthInsurance #hsa
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Your parents are being targeted, and they don't even know it. The BBB reports that Medicare Scam claims have increased by 40% in 2025. See how to protect your family before it happens. https://t.co/w699pSl9iw via @LinkedIn
linkedin.com
Medicare fraud and medical identity theft impact millions of Americans every year — costing taxpayers billions and putting your personal health information at risk. It is estimated that senior fraud...
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What are the key age milestones that Pfizer colleagues need to plan for?
decimawealth.com
A complete 2026 guide for Pfizer employees leaving the company. Learn key age milestones for your benefits and retirement plan.
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Wondering what changes when you become retirement eligible at Pfizer? See my latest video.
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Getting Laid off from Pfizer? Understand these key milestones #Pfizer 🕐
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When clients tell me they feel overwhelmed with year-end decisions, I ask them the same question Santa asked my son: “What do you really want?” Most of the time, the answer is simpler than they expected.
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My son’s entire Christmas list this year can be summed up in two words: Super. Soaker. It’s funny how kids naturally do what adults often struggle with: They prioritize what actually brings them joy. Are you doing the same this holiday season?
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Does it feel like your advisor has the same script every meeting? Maybe it's time for a change.
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Do you work for Pfizer? Join us this Thursday to make sure you are taking full advantage of open enrollment. https://t.co/DF3XESD8a4
#Pfizer #pfizerproud #PFE
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Asset location means holding the right investment in the right account. This allows you to keep more of your returns, improving your compounding, and increasing your nest egg for retirement.
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Do you keep your refrigerator in your bedroom? Do you keep your bed in your kitchen? You can have all of the right furniture, but if it's in the wrong room, the house doesn't function correctly....Investing is the same way.
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