South Shore Retirement Services Blog
Found Money: Do You Have Assets Sitting in Forgotten Retirement Accounts?
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 sitting in retirement plans with former…
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Is your retirement income strategy tax ready?
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 can boost income and put extra…
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Don’t Fall for these 3 Common Money Myths
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 get dangerous. Much like the game…
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Inflation and Your Retirement: What You Can Do to Prepare
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% in December from the same month…
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Important Questions to Ask When Considering a 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 professional’s advice is important in any…
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How to Run a Retirement Dress Rehearsal
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 global timeout had more than its…
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