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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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    Retire Like You’re on Permanent Vacation: How to Build A Summer-Inspired Plan for Retirement

    Retirement is a period of life during which one enjoys the ...

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    Sustainable Futures: Planning Long-Term Care with the Environment- and Your Finances-in Mind

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    Maximizing Social Security Retirement Benefits: Strategies for a Larger Payout

    Social Security is essential to many Americans’ retirement ...

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    Long-Term Care Insurance: Is It a Smart Investment for You?

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