Radio 27 -A Check Under the Hood

Mid-summer, particularly with the July 15th tax deadline come and gone, is an ideal time to “check under the hood” when it comes to retirement plans in place or those to come.
Mark reminds us all about what to focus on, how to best maximize and protect income, and the importance of revisiting estate plans and tax options at this time of year. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.