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Mark Rowlette’s personal focus is Social Security and how retirees can maximize their SSI benefits. Let Mark and his team help you plan for a secure and happy retirement, combining your Social Security benefits with other options. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
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South Shore Retirement Services offers a holistic approach to retirement planning with team members handling estate plans, investments, Medicare questions, tax planning, real estate and more. Mark talks about how all can work together for a client’s particular needs. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
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Proper estate planning is critical and having your legal documents in order is a must for everyone. Mark and Jordan talk with Attorney Bill Caldwell, part of the South Shore Retirement Services team. Offering both individuals and couples estate planning packages including wills, trusts, powers of attorney and health care proxies for a flat fee of $399.00. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
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We live in an era of instant communication often generating scary headlines. Mark and his team offer sound strategies to protect your income sources in retirement, no matter the national or world situation. And you can communicate easily and often to get answers to your questions, so important in turbulent times. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
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Mark and Jordan discuss the overriding principle at South Shore Retirement Services—that No One should have to worry about money in retirement. Financial and estate planning strategies are prepared for all clients based on this key objective. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Podcast: Play in new window | Download (Duration: 30:01 — 55.0MB) | Embed
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We have faced crises in the past. Now, Covid 19 is threatening the health care infrastructure and affecting the markets. Is it time to panic? No, not if you’ve done adequate planning, something Mark and his team work with you to insure. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Podcast: Play in new window | Download (Duration: 30:01 — 55.0MB) | Embed
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It’s certainly about the money and not having to worry about an income stream in retirement. But this phase of life is also about living. What are your hopes and dreams? Where do you see yourself once you stop working? Mark and his team care about clients and offer suggestions for them to live their best lives in retirement. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Podcast: Play in new window | Download (Duration: 30:01 — 55.0MB) | Embed
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April 15th is drawing near so Mark talks with Jordan about the checklist of things you ought to be thinking about when it comes to taxes. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
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With all of the changes in 2020, Mark talks with Jordan about the efficacy of prudent planning and how important it is for all clients to not have to worry about money in retirement. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.
Podcast: Play in new window | Download (Duration: 30:00 — 54.9MB) | Embed
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Mark and Jordan once again field questions about the Secure Act of 2020 and how its affecting retirement, with particular concerns about stretch IRA’s and legacy planning. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.