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Many  hardworking listeners are lucky to have pensions to help them finance their retirement.  But there are many options as to how you make best use pension money, options that can mean future growth  while minimizing big tax bites.  In today’s episode, Mark explains how South Shore Retirement Services can help you utilize your pension most  efficiently in retirement! Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

Podcast: Play in new window | Download (Duration: 29:58 — 27.4MB) | Embed

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Inheriting money can mean a financial  windfall for you and your family.  But there are considerations about your tax status and investment options when you come into money.  It makes sense to have a solid strategic  plan  in place to make the best use of the  inheritance.  Mark explains just how such planning works, guaranteeing peace of mind and financial security. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

Podcast: Play in new window | Download (Duration: 28:05 — 25.7MB) | Embed

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Proper planning  can insure a financially secure, happy retirement  life for you and your family.   Mark reminds us  about some basic  “do’s and don’ts” to consider and how the “All Hands Analysis Team” at South Shore Retirement Services will help you achieve your goals! Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

Podcast: Play in new window | Download (Duration: 28:39 — 26.2MB) | Embed

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Mark and Jordan offer up the latest info about costly  scams this holiday season.   It makes sense to be vigilant  with so many illegitimate outfits looking to take advantage of people, particularly retirees.  Listen for helpful tips on protecting your privacy, bank accounts, financial holdings and more. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.