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Welcome to North Shore Investments & Insurance Planning

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We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million dollars or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. Like many people, your retirement may last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.

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    Latest News

    The Rise of Roth IRA Conversions

    In the realm of retirement planning, one strategy is Roth IRA ...

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    Alternatives to Traditional Long-Term Care Insurance

    Purchasing long-term care insurance (LTCI) is one method to ...

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    Holistic and Collaborative Planning: The New Standard in Wealth Management

    Over the last few years, the financial services landscape has ...

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    Annuity Riders: Which Ones Are Suitable for You?

    Annuities are a contract with an insurance company that ...

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