The Top Retirement Newsletter
on the Eastern Shore
For people who know retirement is about more than just the returns
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Optimizing Your Social Security Retirement Benefits
A frequent focus when transitioning into retirement is deciding when to claim your Social Security retirement benefits. There are countless…
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How Often Should You Rebalance Your Portfolio in Retirement?
Navigating your investments during retirement is a delicate balance of managing risk and pursuing adequate returns to offset portfolio withdrawals.…
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Retiring to the Delaware Beaches: What You Need to Know About Taxes
You may have vacationed here, owned a second home, or simply discovered it’s a great place to retire. But what…
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Should I Just Own the S&P 500 in Retirement?
The S&P 500 is becoming common language for anyone who is referring to “the market”. It’s also a great benchmark…
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What the One Big Beautiful Bill Means for Retirees
The sweeping tax and spending package known as the One Big Beautiful Bill (OBBBA) officially became law on July 3,…
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What Should I Do With My Concentrated Stock Position Before Retirement?
These days, it is becoming more common for someone nearing retirement to have an individual stock or equity position that…
