Mark discusses the benefits of having qualified professionals keep close watch on your retirement plan, particularly when there are tax and economic changes in the wind. South Shore Retirement offers help with our “retirement stress test.” Take the test to make sure your plan is working well for you.
Monthly Archives: April 2021
Navigating retirement planning can be confusing and yes frustrating. On today’s podcast, Mark presents an overview of the “All Hands Analysis” approach offered by South Shore Retirement Services. From estate planning to income growth, taxes to Medicare questions, the “All Hands Analysis” means that all clients have a dedicated team of professionals standing by to handle any and all questions. And to take the worry out of retirement.
There are many questions people have when facing retirement. You can rely on quality professionals from South Shore Retirement Services to answer those questions and keep you informed of changes in the law and tax plans that can affect you. But as Mark points out, ask yourself broader questions such as how do you want to spend your retirement? What are your goals as far as family, travel, or volunteering are concerned? How can you better achieve those goals? The money equation can and will be sorted out and your financial security achieved. So think positively about your exciting retirement future. You’ve earned it.
Today, Mark and Jordan discuss your personal goals in retirement. South Shore Retirement Services believes keeping those goals front and center should be top priority. Spending more time with family, traveling, buying a summer home, taking up new hobbies, what is it you really care about? With proper planning you won’t ever have to worry about running out of money. Instead, look forward to realizing the retirement of your dreams!