Retirement Planning

Three Big Mistakes

You have seen stories and articles about mistakes in planning for your retirement but with so many people offering their point of view it can be confusing. Here are three big mistakes we agree with:

  • Underestimating how long you will live
  • Underestimating how much you will need in retirement
  • Claiming social security benefits too soon

All three of these can cause major headaches and all are avoidable. More importantly is finding the right adviser to help

Begin Planning for Your Future Today

When you picture your retirement, what do you see? Maybe it’s a home on the water, a cabin in the mountains, or a condominium near your children. Regardless of what your future may hold, it’s never too early – or too late – to start preparing for the retirement you desire.

Come See Why We Are the Right Choice for You

When you decide to choose Stuart R. Shapiro, CPA/PFS, you have already made sure that your retirement starts on the right foot. Whether you have millions in the bank or still trying to figure out where your retirement income will come from, we can help you design a plan that fits your needs and those of your family.

Explore What We Have to Offer:

  • Customized investment plans
  • Business and individual advice
  • Succession planning
  • Cash flow projections
  • Asset protection

Don’t make retirement harder than it has to be. With customized assistance and proper financial guidance, we can always help you be where you need to be. Oh, and in case you were wondering, people who put off claiming social security benefits to early can leave as much as $100,000 per individual and $250,000 per couple on the table by claiming social security benefits to early as reported in a September 2017 article on

For a free financial planning consultation, contact us today.