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Taxes are still a key issue in retirement. South Shore Retirement Services is very aware of this and the team works diligently to bring about the best possible tax results for clients. Mark talks about the new Tax Document checklist, now available as a free download on the website. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

Podcast: Play in new window | Download (Duration: 30:03 — 55.0MB) | Embed

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Mark and Jordan talk about the various affiliated members who offer answers to important retirement questions and concerns, all under one roof. From estate planning and Medicare to accounting, investments, real estate and more, South Shore Retirement Services features a well-rounded team ready to help you with any of your retirement needs. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

Podcast: Play in new window | Download (Duration: 30:03 — 55.0MB) | Embed

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South Shore Retirement Services offers a holistic approach to retirement planning. A new service offered is accounting help, particularly as it relates to taxes. On today’s show Mark and Jordan welcome CPA David Pinkham, now part of the team of advisors on board to help. 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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The Setting Every Community Up for Retirement (or SECURE) Act became law in January, 2020. There are pros and a few cons as to how it might affect your retirement plans. Mark and Jordan discuss what’s in play, what’s changed, and how South Shore Retirement Services can guide you through the new regulations successfully! Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

Podcast: Play in new window | Download (Duration: 30:05 — 55.1MB) | Embed

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At South Shore Retirement Services, we offer you the chance to take charge of your retirement. You, in effect, become the CEO of your retirement, with the knowledge that the planning insures a steady stream of income. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.