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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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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5 Questions to Ask Your Financial Advisor
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In today’s information age, you can Google or ask ChatGPT about almost anything in seconds—what used to take hours or…
