North Shore Asset Management & Tax Advisory
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Click here to preview a short animated video illustrating some important facts about stock market history that you should know. By understanding how certain patterns tend to repeat themselves, you’ll be better prepared to sort through the Wall Street hype and focus on strategies that can help you avoid damaging losses to your retirement savings.
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Services
Tools for your Estate and Tax planning needs Our clients have many diverse estate and tax issues that they may wish to address through estate plans....
Retirement Help
North Shore Asset Management provides retirement planning services is designed to educate clients as to their options to help meet current financial needs, achieve long-term financial...
Tax Center
Tax Planning for Income The goal of income tax planning is to minimize your federal income tax liability. You can achieve this in different ways. Typically,…
White Papers - Library
White Paper – Non-Stock Market Income Generating Alternatives
White Paper – Are Your Allocations Right for Social Security?
White Paper – Understanding Social Security Benefits
White Paper – Are Your Allocations Right for RMDs?
White Paper – Understanding Required Minimum Distributions
So You’re Retired – Now What?
Most qualified retirement plans offer significant tax benefits - if you're willing to follow a few IRS-specified rules, that is. The federal government wants to make...
How Social Security Works
The Social Security program was signed into law in 1935 after the nation had endured more than a half-decade of the Great Depression. It was intended...
