South Shore Retirement Services Blog

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…

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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…

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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…

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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%…

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Important Questions to Ask When Considering a Financial Advisor

By Mark Rowlette | January 14, 2022

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…

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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…

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6 Milestone Retirement Ages You Should Know

By Mark Rowlette | September 24, 2021

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…

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