The Top Retirement Newsletter
on the Eastern Shore
For people who know retirement is about more than just the returns
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Should You Pick Individual Stocks in Retirement? A Guide.
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Many retirees find themselves watching CNBC more frequently once they’ve left the workforce. It’s a natural shift—when your portfolio becomes…
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What I’ve Learned Six Months into Building My Own Firm
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This isn’t a typical post you’ll find in our blog. Instead, it’s a reflection—six months into building Back Bay Financial…
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The Complete Guide to Required Minimum Distributions (RMDs)
I used to get the question all the time: “What’s that thing that happens around age 70?” For much of…
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Should My Investments Get More Conservative in Retirement?
This topic has been one that has been studied in academia and has many different rules of thumb that can…
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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.…
