News & Insights

By Brennan Decima. December 2025 Simple steps every Medicare beneficiary should take to prevent identity...

By Brennan Decima Leaving Pfizer under the Special Separation Program (SSP) can feel overwhelming. It is an...

Brennan Decima December 3, 2025 Over the past few years, Pfizer has undergone significant cost...

By: Brennan Decima, CFP® . November 20th, 2025 Need Retirement Help? Free Retirement Analysis Most people assume...

Make sure you understand the benefits of Deferred Compensation plans For high-earning executives and professionals,...

By Decima Wealth Consulting — A Guide for Pfizer Colleagues As a Pfizer colleague, your...

A Four-Step Process to Build Stability, Flexibility, and Tax Efficiency in RetirementBy Decima Wealth Consulting...

Decima Wealth Consulting — Expert Guidance for Pfizer Executives As you approach retirement from Pfizer,...

If you’re approaching retirement from Pfizer, one of the most important decisions you’ll make is which...

Brennan Decima November 5, 2025 It is hard to believe that we are already in...

For most retirees, taxes are the largest expense in retirement. The tax code is long...

In the final stretch before retirement, many people find themselves torn between excitement and exhaustion....

: Brennan Decima, CFP® . October 27, 2025 Retirement from Pfizer is more than just age and...

Pretax vs. Roth 401(k): What’s the Difference? When contributing to a 401(k), one major decision...

 Brennan Decima, CFP®. October 8th, 2025 Need Retirement Help? Free Retirement Evaluation Pfizer has long...

Lump Sum or Payments? If you started with Pfizer before 2017, chances are you are...

If you work for Pfizer, you are probably used to receiving long term incentives as...

Knowing what questions to ask a financial advisor can save you considerable amounts of time...

Health care costs can be one of the largest expenses in retirement. Understanding how Medicare...

Thinking about starting Social Security while still working? On the service, this seems like a...

Restricted Stock Units (RSUs) can be a valuable part of your compensation package—but if you’re...

Bonds are a key part of most retirement portfolios—but they’re not all created equal. Whether...

Planning for the future of a loved one with special needs is emotionally important and...

If you’re an executive nearing retirement, chances are your wealth is tied up in a...

How to Decide When the Timing is Right for You If you’re getting close to...

Medicare is a critical part of retirement planning, but it can feel confusing at first. In...

Introduction: Why Everyone’s Talking About Recession You may have seen the word “recession” splashed across...

Most people treat their tax return like a receipt—something to file away and forget about...

IntroductionIf you’re retired or approaching retirement, you’re likely feeling the effects of market volatility more...

What’s the Difference Between a Will and a Trust? When it comes to estate planning,...

Why Tax Loss Harvesting Matters in Retirement If you’re newly retired—or planning to be—you’ve probably...

What Happens if the Tax Cuts and Jobs Act (TCJA) Expires in 2025? The Tax Cuts...

Understanding the Difference Between a Fiduciary and a Broker When it comes to managing your...

What Recent Tariffs Could Mean for the Market and Investors April 2, 2025 Update This...

Understanding Sequence of Return Risk and Its Impact on Retirement When planning for retirement, most...

Understanding Probate: What It Is, Its Pros and Cons, and How to Avoid It When...

How to Use a Net Operating Loss (NOL) to Convert to a Roth IRA Tax-Free...

Life insurance is often seen as a way to replace lost income if a parent...

The market has been unpredictable lately, leaving many investors feeling uncertain about where to place...

Understanding Medicare: Medicare Parts, Costs, and How to Sign Up If you are approaching 65,...

In a perfect environment, the market is always positive, the economy is always booming, and...

1. Form 1099-INT: Interest Income Form 1099-INT is used to report interest income you earn...

The new year often feels like a fresh start—a clean slate for setting goals, building...