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Are You Aware of These Common Retirement Pitfalls?

Underestimating Medical Expenses

A survey by Sun Life Financial states that 90% of participants had no idea what their future medical costs would be or how to estimate them. Don't leave this critical issue to chance, let us help.

Missing Key Deadlines

When can you start withdrawing money from your 401k? When is it the right time to apply for Medicaid? We hear these questions every day and can provide expert guidance to assure that you are on the right path to the retirement you deserve.

Placing Savings in the Wrong Investments

Just because you've hit your magic retirement savings number doesn't mean you've crossed the finish line. Reallocation of savings is crucial to ensure that you set yourself up for success. We specialize in portfolio reviews and suggested reallocations.

Paying Too Much in Taxes

A lack of preparation means you could be paying more of your hard-earned money than you need to. Stop donating additional money to the IRS! We have the expertise to prepare a personalized tax strategy for you throughout your retirement.

Lack of Stress Testing

Life happens. Don't let unexpected medical bills, a drop in the stock market, or a crash in the housing market determine your retirement plans. Effective stress testing gives you the peace of mind to know you can handle life's surprises.

Not Having a Plan

You've worked hard your entire life. You've had a successful career and were able to provide for your family. Retirement presents new challenges that can derail your plans. Let us help create a strategy for you to face each potential issue that can arise.

Our Credentials

Peter has over 20 years experience as a CPA and has extensive knowledge in the area of Retirement Planning through the use of IRA Rollover accounts. He has successfully completed the following securities exams: Series 6, 7, 24, 63 and 65 and is currently registered for securities in the following states: New Jersey, New York, Pennsylvania, and Florida.

Peter is licensed with the State of New Jersey Department of Banking and Insurance for life and health insurance along with New York, Pennsylvania, and Maryland. He is a member of the American Institute of Certified Public Accountants (AICPA) as well as a member of the New Jersey State Society of CPA`s.

Learn More About Us

What We Specialize In

We are committed to your success. Our goal is simple - to help our clients achieve financial independence so they can focus on what's truly important to them.

We achieve this by offering our wide array of services and expertise in tax and retirement planning. Unlike competitors that may rush through the process, we believe in getting a whole comprehensive picture of your financial situation and retirement projection. Each client situation is unique and we provide the personalized care you deserve.

Our Specialties

Dedicated to Your Success

Concerned about the challenges of retirement? Contact us now and let us help.

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