Pier 42 Advisors

Pier 42 Advisors Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Pier 42 Advisors, Financial planner, 434 Route 134, Unit G6, South Dennis, MA.

05/04/2026

Most retirees think taxes go down in retirement.

In reality:

RMDs increase income later
Social Security becomes taxable
Capital gains stack on top

And suddenly you’re paying more than expected.
The problem isn’t the tax rates—it’s the lack of planning ahead of time.

The best tax strategies happen:

Before retirement
Before RMD age
Before income is forced on you

If you wait until you “need income,” most of the planning opportunities are already gone.

04/28/2026

Most people don’t realize how their advisor actually invests their money

Most advisors follow the same process:

1. Ask you to fill out a risk tolerance questionnaire
2. Assign you to a “model portfolio”
3. Charge ~1% per year
4. Rebalance occasionally

That’s it.

No real tax strategy.
No coordination with your retirement income.
No plan for when you actually need the money.

It’s efficient...for the advisor.

But retirement isn’t a model portfolio problem, it’s a cash flow and tax problem.

That’s where most plans break down.

Address

434 Route 134, Unit G6
South Dennis, MA
02660

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+15082589300

Website

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