Planning for retirement often raises one crucial question: How much should one withdraw each year during retirement? Managing withdrawals may significantly impact the longevity of your retirement funds. Learning to manage withdrawals throughout retirement aims to strike [...]
Many seek financial professionals to help them with investment guidance and financial management. This management involves reviewing investments, savings, insurance, and other elements as they work toward their goals. However, not all financial professionals are created equal. [...]
As we welcome the New Year, it’s an opportune time to reflect on one’s financial goals and aspirations. Many prioritize an independent retirement as a financial goal, working toward it as a New Year’s goal. Here are [...]
As we approach the New Year, it is crucial to plan one’s financial goals strategically. Preparing is always beneficial, given the uncertainties of an evolving global economy and fluctuating markets. Here are ten things to consider when [...]
Planning for retirement can be overwhelming, but it becomes much easier if you start early. If you plan to retire in 2025, there are specific financial tips that you need to implement now to work toward an [...]
Charitable contributions and acts of kindness provide many people with personal satisfaction and a life purpose. However, it is essential to remember that giving back should not jeopardize one’s financial stability. This article outlines practical strategies for [...]
As we and our loved ones age, long-term care (LTC) becomes an increasingly important consideration. This type of care is designed to pursue health or personal needs over a more extended period, particularly for those who require [...]
Retirement savings, essential for independence in later years, can be influenced by numerous factors. Among them are longevity, liquidity, inflation, mortality (the stock) market, and taxes (LLIMMT). Each element plays a crucial role in shaping an individual’s [...]
The end of the year is a perfect time to give back to others and your community. Whether you’re an individual or a business owner, charitable donations benefit the recipient and provide tax advantages to the donor. [...]
As the end of the year approaches, it’s time to start thinking about what comes next for you in the New Year. Reviewing your financial situation can help you evaluate your financial health and set the stage [...]
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Office Manager
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Financial Advisor
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With 15 years of dedicated service in the school system, I transitioned into real estate to continue my passion for supporting families in a more personal and impactful way. During my time in education, I gained valuable insights into the unique needs of families, the importance of stability, and the role a supportive community plays in fostering a sense of belonging. Now, as a realtor, I take pride in helping individuals and families navigate one of the most significant decisions of their lives’ finding a home that fits their vision, lifestyle, and future goals.
My background in education has equipped me with the patience, empathy, and understanding necessary to ensure my clients feel heard and supported throughout the home-buying or selling process. Whether you’re a first-time buyer, seeking your forever home, or looking for an investment property, I am here to provide expert guidance and personalized support every step of the way. Let’s work together to turn your real estate dreams into a reality!
Co-Founder
Rene Ocasio is the founder of _The OCASIO GROUP_, headquartered in Rocky Hill, Connecticut. Together with his wife, Christine, a real estate expert. We believe and know integrity and listening to your clients is paramount, so they established the firm to offer a unique service. This innovative approach provides clients with a comprehensive range of services that address both financial and real estate needs, a rare offering in the industry & many have become like family.
Rene works with a team that specializes in Wealth Management, Retirement Planning, Real Estate, Elder Law, Estate Planning, Banking, Social Security optimization & Medicare. Rene & Christine with their team are committed to helping their clients achieve secure and fulfilling retirements through personalized strategies.
The OCASIO GROUP provides top-tier wealth management services in partnership with a Five-Star Wealth Manager, who has been recognized for 11 consecutive years in the state of Connecticut. Rene’s upcoming book, _”Retirement, I Did It My Way,”_ will offer practical guidance and inspiration for those looking to live purposefully during retirement. Christine is essential in assisting clients with downsizing, purchasing second homes, and real estate investments, further enhancing the firm’s holistic approach.
Their son, Michael Ocasio, is currently attending college, focusing on mental health studies and aiming to contribute to the well-being of others in his future career. In his free time, Michael enjoys working out, while Rene and Christine enjoy taking AMTRAK vacations for fun, relaxation and working with the Homeless Outreach in Hartford, CT located on Lewis Street.
The OCASIO GROUP serves individuals & business owners.
-Rene is a Licensed Insurance Agent in seven states.
CT, MA,MI, FL, CA, TX,NY
-RSSA Registered Social Security Analyst:
Christine is a Real Estate Agent Licensed in CT with WILLIAM RAVEIS in Wethersfield, CT
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