South Shore Retirement Services Blog

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 employers. And, not surprisingly, these former employers aren’t going to beat down your door to...

Saving for retirement is hard enough but practicing proper tax-efficient strategies—before and after retirement—is just as important. 

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 a glass of champagne. Once you get beyond 21, however, the milestone birthdays are less varied...