South Shore Retirement Services Blog
6 Milestone Retirement Ages You Should Know
We’re all familiar with the idea of “milestone birthdays.” In your younger years, you look forward to finally becoming a teenager at 13, getting your license at sweet 16, or (in America) toasting turning 21 with…
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The State of Other States: Relocating in Retirement
I was recently chatting with a friend about the pros and cons of moving to more tax-friendly states upon retirement. She wanted to know which state was the most popular with my relocating clients and what…
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Tikis & Taxes: Tax Planning in Retirement
Every year on the coldest day of winter, I get a call from a group of clients in Florida. This flock of “snowbirds” (retirees who migrate south for the winter) gleefully calls to report they’re enjoying…
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3 Benefits to Working in Retirement
After the chaos of the pandemic, most of us are eager for normalcy to return to our lives and getting back to the routine of seeing our families, having dinner with friends, traveling, etc. But as…
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Top Retirement Worries and How to Address Them
Over the past 24 years, I’ve spoken with many people whose retirement worries are crippling. They’re often paralyzed with fear about the what-ifs of retirement: What if I run out of money? What if I need…
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What is the Widow’s Penalty?
Death is a harsh reality of life. It’s the worst part of my line of work. Unfortunately, since I’ve been doing this for a long time, I’ve had a number of clients who became good friends…
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