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The Top Retirement Newsletter
on the Eastern Shore

For people who know retirement is about more than just the returns

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Common Estate Planning Mistakes for Retirees (and How to Avoid Them)

July 20, 2026

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Estate Planning

The first sentence in this blog is necessary to mention that I’m not a lawyer. And this isn’t any type…
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How to Gift Money Without Paying Taxes – A How-to Guide, Part 1

April 17, 2025

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Estate Planning, Gifting

At Bay Bay Financial Planning & Investments, we talk a lot about growing and protecting wealth. But just as important…
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Gifting
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Tax Planning

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302-316-1820

39682 Sunrise Ct #303
Bethany Beach, DE 19930

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Back Bay Financial Planning & Investments, LLC (“BBFPI”) is a registered investment adviser offering advisory services in the State of Maryland and Delaware and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BBFPI in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of BBFPI, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an adviser, accountant, or legal counsel prior to implementation.

The Top Retirement Newsletter on the Eastern Shore

For people who know retirement is about more than just the returns

Common Estate Planning Mistakes for Retirees (and How to Avoid Them)

How to Gift Money Without Paying Taxes – A How-to Guide, Part 1

Search By Category

Are you taking advantage of every 2026 tax break available?

The Top Retirement Newsletter
on the Eastern Shore