South Shore Retirement Services Blog

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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The State of Other States: Relocating in Retirement

By Mark Rowlette | September 17, 2021

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…

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Tikis & Taxes: Tax Planning in Retirement

By Mark Rowlette | September 10, 2021

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)…

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3 Benefits to Working in Retirement

By Mark Rowlette | September 3, 2021

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…

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Retired couple consulting with real estate agent

7 Common Retirement Questions to Ask

By Mark Rowlette | Jul 30, 2021

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…

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