The Top Retirement Newsletter
on the Eastern Shore
For people who know retirement is about more than just the returns
-
Read More
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…
-
Read More
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,…
-
Read More
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…
-
Read More
How to Gift Money Without Paying Taxes – A How-to Guide, Part 2
Let’s pick up where we left off – funding investment accounts for your kids or grandchildren. If you haven’t read…
-
Read More
How Do I Avoid IRMAA?
IRMAA (pronounced ER-ma), or Income-Related Monthly Adjustment Amount, is an additional charge on your Medicare Part B and Part D…
-
Read More
How do I Reduce Taxes in Retirement?
What does it mean to have a tax-efficient retirement? It can mean different things to different people, but at its…
