South Shore Retirement Services

Join us for an exclusive seminar designed to empower you with the knowledge and strategies to maximize your retirement savings by minimizing your tax burden.

In this eye-opening session, you'll discover how to: avoid common tax traps, strategize for long-term success, and safeguard your legacy. Don't let avoidable taxes erode your retirement savings. Take control of your financial future and ensure your retirement is as comfortable and secure as you've always dreamed.

Register for either Tuesday, Sept. 3rd or Wednesday, Sept. 4th at 6:30 PM, on the events tab of our website: https://hubs.la/Q02LBnzB0

Happy birthday, Rebecca! Our amazing Life Insurance Case Manager has become a beloved member of the SSRS family. She commits herself to serving our clients all the way from Maryland, yet her positivity and sense of humor light up our office every day. We wish her nothing but happiness and love on her special day 💙💐🎂

Tune in to the latest episode of the Retire South Shore Radio Podcast, as hosts Mark Rowlette and Damon La Tanzi discuss the unique financial challenges that women face in retirement planning.

This episode illuminates the often overlooked aspects of women's experiences with the financial services industry and offers empowering advice on how to navigate tax strategies and secure one's financial future.

🎙️ Listen Now and take control of your retirement journey with insights designed to empower women.

143: 4 Challenges Women Face in Retirement Planning, and How to Overcome Them Discover challenges women face in retirement planning and learn how one may overcome them in this episode of Retire South Shore Radio.

Join us for our exclusive retirement planning seminar at Grille 151 in Weymouth on Tuesday, August 20th, or Thursday, August 22nd, at 6:30 PM 🍷 🍽️ Taxes & Retirement: Will I Be Okay? covers an array of critically important strategies to protect you from overpaying taxes in retirement and avoid the biggest investment risk you may face. Register on our events tab to save one of the few spots left! https://hubs.la/Q02KXZB80

Are you concerned about how market volatility could impact your retirement savings? Our latest blog post from provides insightful strategies that could help you stay on track and potentially secure your financial future. Whether you’re still working or already retired, these tips are tailored to help you navigate through uncertain times.

Key highlights:

- Understanding market volatility
- Strategies for protecting your retirement savings
- Seasoned advice on financial planning

Don't let market fluctuations derail your retirement plans. Get informed and stay prepared!



Navigating Retirement Savings in a Volatile Market

Navigating Retirement Savings in a Volatile Market Discover how to protect and potentially grow your retirement savings even when financial markets are unpredictable.

Cheers to 5 amazing years! 🎉 Becky, our incredible Marketing Analytics Director, has truly transformed our strategies with her innovative approach and unwavering dedication. Here's to celebrating this milestone and many more years of success and brilliance.

Join South Shore Retirement Services at Tosca on either Tuesday, August 6th, or Thursday, August 8th, at 6:30 PM for our newest dinner presentation! Taxes & Retirement: Will I Be Okay? covers an array of proactive strategies to protect you from overpaying taxes in retirement. Come to meet the team and stay for a delicious Italian dinner on us! 🥂🍝🥩 RSVP on the events tab of our website to save your spot: https://hubs.la/Q02JcGb10

Today, we're sending the happiest of birthday wishes to our beloved Client Relationship Manager, Liz! Your warmth, kindness, and remarkable talent light up our office and make every interaction a joy. Here's to a year filled with as much happiness and success as you bring to those around you every day! 🎂✨

Happy birthday, Ava! Wishing the best day to our to our awesome Creative Director! Here's to a great year ahead - time to start retirement planning 😉🥂

Happy Fourth of July from South Shore Retirement Services! We're proud to live in the land of the free and the home of the brave. Let's celebrate our nation's independence with pride and gratitude. Here's to a day filled with fireworks, family, and the spirit of America 🇺🇸🎆✨

Tune into the latest episode of Retire South Shore Radio Podcast to join hosts Mark Rowlette and Damon La Tanzi as they discuss strategies to leverage life insurance for tax-free benefits, optimize your retirement, and efficiently passing assets to the next generation. Subscribe, rate, and leave a review! For more insights and personalized advice, schedule a meeting with the team.

140: Common Mistakes High-Net-Worth Individuals Make in Retirement Explore common pitfalls high net worth individuals may make in retirement planning. Including asset allocation, estate documents, healthcare costs, insurance updates, and family conversations.

Exciting News! We're thrilled to invite you to South Shore Retirement Services New Office Opening Party! Mark your calendars and save the date for Saturday, September 14th. Let’s celebrate our new beginning together! Stay tuned for more details 🙌

Last chance to register for our Taxes & Retirement dinner seminar at the Abington Ale House! Join the SSRS team on June 26 & 27 at 6:30 PM for an insightful presentation about ways to minimize your lifetime tax bill. Stay for dinner and drinks on us, and the chance to have you questions answered. Save your spot on the events pages of our website: https://hubs.la/Q02D0TTL0

Today, we celebrate Juneteenth - a day to reflect on our past, celebrate freedom and progress, and commit to a future of equality and justice for all. Let's come together in unity and hope.

Happy Father's Day to all the incredible dads out there! Your strength, love, and unwavering support make the world a better place. Today, we celebrate you and all that you do. Thank you for being our heroes! 💙

Exciting changes happening for South Shore Retirement Services! Can’t wait for you to visit us in our new suite!

Would you like to pay less in taxes? Do you have questions or concerns about building your personal retirement plan? Is it time for a second opinion on the plan you currently have in place? Join SSRS at the luxurious Mirbeau Inn & Spa in Plymouth for our latest dinner seminar: Taxes & Retirement: Will I Be Okay?

June 5th & 6th at 6:30 PM our insightful presentation will be followed by a delicious, complimentary dinner in the Henri Marie Bistro. Register today on the events page of our website! https://hubs.la/Q02yHrXg0

🇺🇸 Today, we honor the brave men and women who have made the ultimate sacrifice for our freedom. Their courage and dedication inspire us every day. We also extend our deepest gratitude to their families for their strength and support. Thank you to all who serve and have served. Our office will be closed today in observance.

Happy Birthday, Damon! Here's to you on your special day 🥂 The SSRS family wouldn't be a team without your positivity and dedication. Cheers to many more wonderful years ahead! 🎂🥳

Here's to the beautiful, strong, and loving women who raised us. Happy Mother's Day to all the moms out there who inspire, nurture, and love without limits. You deserve to be celebrated every day!! 💕🌷

Happy birthday, Erica!! 🤩🎉 Today, we celebrate a truly fabulous member of the SSRS family. Your unwavering dedication and heartfelt passion make our workplace a brighter place for everyone. Here's to you, Erica - may this year bring you as much joy and success as you bring to our team every day 🎂

Join us at Tosca for our latest retirement-planning seminar, Taxes & Retirement: Will I Be Okay? We have only a few spots lefts on both April 23rd & 24th at 6:30 PM!

Our advisers will take you through a few critically important tax and investment strategies that can help you make sure you never run out of money in retirement. Register on the events pages of our website so we can share some insight and a delicious, complimentary Italian dinner.

The SSRS family wishes you all a joyful and colorful Easter celebration with your loved ones! May this day bring you happiness, hope, and new beginnings. Happy Easter! 🐇💐

You're invited to dinner 🍷🥂 Join the SSRS team at the Abington Ale House this upcoming April 3rd & 4th at 6:30 PM for our seminar presentation, Taxes & Retirement: Will I Be Okay? Our wonderful financial professionals will cover three of the most important topics related to navigating your retirement journey. Bring a friend and stay for dinner on us! Register today on the events page of our website: https://hubs.la/Q02pZPv-0

Take advantage of this opportunity to join us for our latest retirement planning seminar! Taxes & Retirement: Will I Be Okay? contains critically important tax strategies and concepts that can help you make sure you don't run out of money in retirement. This seminar will give you the knowledge and tools to be confident about your financial future. Register now on the events pages of our website: https://hubs.la/Q02pYJz00

Feeling lucky to have celebrated our second annual St. Paddy's party at the Tinker's Son! We are so grateful to all our wonderful clients and friends who helped make the night an absolute blast. Seeing everyone sharing laughs and enjoying pints of Guinness made the evening unforgettable.

From the SSRS family to yours, we raise a glass and say sláinte to a wonderful night and to many more to come! Thank you again for being a part of our favorite holiday celebration! 🍀🍻🌈

Happy birthday, Mark!! The SSRS team wishes you were here to celebrate (though Ireland sounds more fun 🍀🍻) Your compassion, guidance, and sense of humor helped us all build such an awesome environment for our clients, friends, and team family. The biggest of cheers to the man who started it all 🎂✨

And a HUGE happy birthday to Emma Rowlette 💚🧡 we all hope you have the best time!

Happy two years with SSRS, Nancy ✨ Our wonderful New Business Manager has been key to our success and growth these past years with her unwavering kindness, endless talent, and hard work. We feel incredibly lucky to have her on our team. Here's to many more years together with our fancy Nancy! 💕

Happy Valentine's Day! We hope you have a wonderful day filled with love and happiness 💕 To our amazing team and clients, thank you for making SSRS such a great place to work and grow together. You all are the heart and soul of our company and we are grateful for each and every one of you. Sending lots of love and positive vibes your way!