5 Fundamental Questions of Retirement Planning

By Mark Rowlette | June 7, 2023 |

When we’re in our 20s and 30s, and even 40s, we’re not exactly captivated by visions of our retirement years. We prefer to spend our money and time planning our…

Transcript: Episode 135: Am I OK?

By Mark Rowlette | October 19, 2022 |

Click here to Listen to this Podcast (30 minutes) In this Podcast: Narrator: This is Retire South Shore Radio, a weekly program designed to educate you on all your retirement…

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

By Mark Rowlette | June 29, 2022 |

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…

Is your retirement income strategy tax ready?

By Mark Rowlette | May 5, 2022 |

Saving for retirement is hard enough but practicing proper tax-efficient strategies—before and after retirement—is just as important. Long-term tax planning should be a part of everyone’s retirement income strategy. It…

Don’t Fall for these 3 Common Money Myths

By Mark Rowlette | February 11, 2022 |

In a time when everyone is an “expert,” it’s hard to distinguish between fact and fiction. Opinions can be helpful, but when they are delivered as fact, that’s when things…

Inflation and Your Retirement: What You Can Do to Prepare

By Mark Rowlette | January 28, 2022 |

It’s no secret that in the last six months we’ve noticed a significant hit to our budgets by way of inflation. The annual inflation rate for 2021 spiked to 7%…

Important Questions to Ask When Considering a Financial Advisor

By Mark Rowlette | January 14, 2022 |

Retired couple meeting with their financial advisor

A common financial misconception in the world is that only people with loads of money need a financial advisor. But that couldn’t be farther from the truth. While getting a…

How to Run a Retirement Dress Rehearsal

By Mark Rowlette | November 12, 2021 |

As time marches on, I can’t help but think of our lives at the end of 2020. We were all in semi-lockdown planning for a bizarre holiday season. While our…

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)

Posts by Mark Rowlette