North Shore Investments & Insurance Planning

North Shore Investments & Insurance Planning We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.

05/21/2026

CarMax
A First Purchase Nightmare – Zero Stars for Communication and Quality
"If you want to buy a car that breaks down in less than 24 hours and then be completely ghosted by customer service, go to CarMax. My daughter, a recent college graduate, made her first major life purchase here: a BMW X3. She put $7,500 down. The very next day, the check engine light came on.
For days, CarMax held the car, gave her a horrible rental, and completely ignored our phone calls. We had to drive 30 miles to the store just to get an update because they kept promising to call 'tomorrow' and never did. No one knows what’s going on, and no one cares.
We finally exercised our right to the 10-day money-back guarantee, and suddenly, we are being told it will take weeks to get her $7,500 back and reverse the financing. They were quick to take a young graduate's money, but incredibly slow to provide a working vehicle or basic decency to customers. Avoid this place at all costs. They do not stand behind their cars or their customer service."

https://nshoreinvestments.com/year-end-life-insurance-checkup-the-four-factor-test-2/Please let me know if you would lik...
01/06/2026

https://nshoreinvestments.com/year-end-life-insurance-checkup-the-four-factor-test-2/

Please let me know if you would like a complimentary insurance review.

Just as you schedule an annual health or car maintenance checkup, a year-end life insurance checkup is equally crucial. It serves as an opportunity to review your policy, adjust the coverage if necessary. Additionally, ensure that it aligns with your current needs and future objectives.

06/30/2025

Retirement is a period of life during which one enjoys the fruits of one’s years of labor. It’s an opportunity to enjoy a permanent vacation, soaking in the sun, and relishing summer days at leisure. The key to retiring like being on a constant vacation lies in meticulous and strategic planning....

https://nshoreinvestments.com/6-tips-for-building-a-retirement-budget/
03/31/2025

https://nshoreinvestments.com/6-tips-for-building-a-retirement-budget/

Building a retirement budget is critical to working toward an independent and stress-free life after leaving the workforce. Creating this budget can positively impact one’s lifestyle, provide confidence and control over one’s money, and safeguard against potential financial pitfalls. Here are th...

https://nshoreinvestments.com/8-financial-habits-to-start-before-tax-season/
02/24/2025

https://nshoreinvestments.com/8-financial-habits-to-start-before-tax-season/

Tax season can be challenging, especially if one is not financially prepared. While it may seem tedious, preparing beforehand can save time from last-minute hassles and help optimize tax returns. Therefore, adopting certain financial habits before the onset of tax season may help lighten the tax sea...

11/12/2024

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Rockport, MA
01966

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