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…Read More
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…Read More
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…Read More
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%…Read More
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…Read More
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…Read More
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…Read More
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)…Read More
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…Read More
7 Common Retirement Questions to Ask
Questions. Retirement is chockful of questions and knowing the right ones to ask is half the battle. Also of importance: knowing where to turn, whom to trust, and when to act (and how). It can be…Continue Reading
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