Retirement is a period of life during which one enjoys the fruits of one’s years of labor. It’s an opportunity to enjoy a permanent vacation, soaking in the sun, and relishing summer days at leisure. The key [...]
As we age, planning for long-term care (LTC) becomes a critical aspect of our lives. This type of care, typically provided in nursing homes, assisted living facilities, or at home, often involves considerable expenses that can quickly [...]
Social Security is essential to many Americans’ retirement income, functioning as a safety net for those who have retired. Maximizing your Social Security benefits for larger payouts requires strategic planning and understanding how to optimize benefits. Strategies [...]
The topic of long-term care (LTC) insurance frequently arises for those planning for their retirement. The escalating costs of healthcare, coupled with the uncertainties of future medical requirements, make it imperative to consider how to pay them. [...]
One of the primary concerns for retirees is having enough predictable retirement income to cover their living expenses once they are retired. Due to the unpredictability of market returns and interest rates, many are turning to annuities, [...]
There’s often a misconception that life insurance only serves to provide for loved ones in the event of death. While a life insurance policy certainly does that, it also has the potential to integrate as part of [...]
Financial literacy is understanding and effectively using various financial skills, including personal money management, budgeting, and investing. It is vital because it equips us to make informed financial decisions, helping us work toward long-term confidence. Here, we [...]
Financial literacy at every age, the ability to comprehend financial concepts, manage one’s finances, budget, and invest, is crucial for lifelong financial health. The significance of financial literacy transcends age brackets—it is a lifelong pursuit that begins [...]
Declutter your debt may help simplify your life. It involves prioritizing debts, creating a plan to clear them, and creating a safety net through savings. Let’s explore some best practices for decluttering debt and boosting savings. 1. [...]
In today’s society, where economic disparities are still apparent, bridging the wealth gap has become a societal issue. While several factors contribute to wealth inequality, one prominent aspect is the gender wealth gap. Women have traditionally been [...]
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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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