South Shore Retirement Services Blog
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...
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...
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...
Found Money: Do You Have Assets Sitting in Forgotten Retirement...
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...
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