South Shore Retirement Services Blog

Beyond the 4% Rule: Rethinking Retirement Strategy

By Mark Rowlette | September 9, 2024

Explore why the traditional 4% rule might not suit modern retirement needs and discover alternative strategies that might help your financial future.

Read More

Navigating Retirement Savings in a Volatile Market

By Mark Rowlette | August 5, 2024

Discover how to help protect and potentially grow your retirement savings even when financial markets are unpredictable. Understanding Market Volatility and Retirement...

Read More

Top Retirement Worries and How to Address Them

By Mark Rowlette | August 30, 2023

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...

Read More

    break-even age Financial Strategies Estate Planning backup beneficiary Health Care Proxies contingent beneficiaries beneficiary designations

    What is the Widow’s Penalty?

    August 30, 2023

    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 became good friends pass away. It’s awful. It’s hard. And it’s unavoidable. The least we can do is help make that transition as smooth as...

    Continue Reading
    LOAD MORE POSTS
    consultation2

    Ready to take
    The Next Step?

    For more information about any of our products and services, schedule a 15-minute introductory session today or register to attend an event.

    Start the Process
    Attend a Live Event

    Or give us a call at 781.836.4214.

    CONTACT US

    Phone: 781.836.4214
    Fax: 781.754.1475
    Email: hello@ssrs1.com

    Visit Us

    25 Recreation Park Drive, Suite #200
    Hingham, MA 02043
    Get Directions

    Connect

    Facebook
    LinkedIn
    Instagram

    Privacy Policy | Terms of Use | Form CRS | Disclosures

    Insurance products are offered through the insurance business South Shore Retirement Services. South Shore Retirement Services is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by South Shore Retirement Services are not subject to Investment Advisor requirements. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. South Shore Retirement Services has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. The radio/podcast shows are a paid placement. Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 4050687 - 08/24

    The South Shore Retirement Services All Hands Analysis® is a registered service mark of Rowlette and Associates, LLC DBA: South Shore Retirement Services. All other trademarks, registered trademarks or service marks belong to their respective holders.

    call now