The Top Retirement Newsletter
on the Eastern Shore
For people who know retirement is about more than just the returns
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My Summer at Back Bay (Guest Post)
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Ryan Carrado, Summer Intern 2026 Prologue: Robert here. This summer we hired our first summer intern (ever!). I’m proud to…
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Common Estate Planning Mistakes for Retirees (and How to Avoid Them)
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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A Year of Back Bay: Building an RIA for Retirees on the Maryland & Delaware Coast
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In about a month, it’ll be our country’s 250th anniversary. 3 days after that, it’ll be the one year anniversary…
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When Does a Roth IRA Conversion Make Sense?
Here’s a number that might surprise you: for many of our clients at the Delaware and Maryland beaches, properly timed…
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The New $6,000 Enhanced Senior Deduction: A Benefit You Don’t Want to Miss
As part of the OBBBA (you can read our full write-up on it here), the enhanced senior deduction was added…
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Do You Have Enough to Retire to the Beach? Probably More Than You Think.
I saw a chart recently in J.P. Morgan’s Guide to Retirement (slide 10 specifically) – that I also made a…
