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Archive for July 2021

7 Common Retirement Questions to Ask

By Mark Rowlette | July 30, 2021 | 0
Retired couple consulting with real estate agent

Questions. Retirement is chockful of questions and knowing the right ones to ask is half the battle. Also of importance: knowing where to turn, whom to trust, and when to…

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Pre-recorded-segment

Narrator One of the biggest stressors when it comes to retirement is the obvious one. Will you ever have to worry about running out of money in retirement?  Host Jordan Rich  That is the key question and proper retirement planning working with the All Hands Analysis team can truly help. Here again is Mark Rowlette, founder and president of South Shore Retirement Services.  Mark Rowlette (recorded)  Most of our clients have a person when we meet with them, somebody who's helped them accumulate their wealth during their working lives. But distribution, going into retirement, starting to take money out of these accounts is a totally different animal.  It's not just about returns. Returns are important, but strategizing on what's the best way to take this money out, how you should take it out, when you should take it out, and where you should take it from is critically important when you're transitioning into retirement.  Host Jordan Rich  Schedule your free 15-minute strategy call today. Just visit RetireSouthShore.com. Investment advisory services made available through AE Wealth Management LLC, AEWM. AEWM, and Seltzer Retirement Services are not affiliated companies.)  Host Jordan Rich  This is Jordan Rich reminding you that South Shore Retirement Services offers a number of ways to learn about a happy and safe retirement with frequent evening seminars at local fine-dining establishments. You can find the complete schedule and register for these seminars at RetireSouthShore.com.  There are also regularly scheduled webinars. There's the retire South Shore Podcast series and the South Shore Retirement Services Newsletter.  Information is power, and the All Hands Analysis team itself through retirement services is ready to inform, educate and reassure you in retirement. Again, visit RetireSouthShore.com.  (end of prerecorded message -- music)
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Rowlette and Associates, LLC DBA: South Shore Retirement Services – an affiliated company – is an independent financial services firm offering both insurance and investment services. Investment advisory services are offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Rowlette and Associates, LLC DBA: South Shore Retirement Services are not affiliated companies. 1230259 - 3/22

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South Shore Retirement Services has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.

Estate planning and legal services are offered through William Caldwell, P.C., Attorney at Law.

Tax services are offered by Karen Mullaney, CPA.

Rowlette and Associates, LLC DBA: South Shore Retirement Services – an affiliated company – is an independent financial services firm offering both insurance and investment services. Investment advisory services are offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Rowlette and Associates, LLC DBA: South Shore Retirement Services not affiliated companies.

Any references to [protection benefits, safety, security,  or steady and reliable income, etc] streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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