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Office Closed - Monday, June 20

In observance of Juneteenth, our office will be closed Monday, June 20, 2022.

We will reopen for business Tuesday, June 21, 2022.

Archive for June 2022

Found Money: Do You Have Assets Sitting in Forgotten Retirement Accounts?

By Mark Rowlette | June 29, 2022 | 0

It may sound hard to believe, but I frequently help clients find money that they didn’t know existed (or just plain forgot about.) The majority of this “found money” is…

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Recent Posts

  • Transcript Episode 134: The Roth IRA
  • Found Money: Do You Have Assets Sitting in Forgotten Retirement Accounts?
  • Is your retirement income strategy tax ready?
  • Don’t Fall for these 3 Common Money Myths 
  • Inflation and Your Retirement: What You Can Do to Prepare

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Privacy Policy | Terms of Use | Form CRS | Disclosures

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

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

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.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 1230259 - 3/22

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