The Top Retirement Newsletter
on the Eastern Shore
For people who know retirement is about more than just the returns
-
Read More
How Do I Avoid IRMAA? Updated for 2026
IRMAA (pronounced ER-ma), or Income-Related Monthly Adjustment Amount, is an additional charge on your Medicare Part B and Part D…
-
Read More
Should You Pick Individual Stocks in Retirement? A Guide.
|
Many retirees find themselves watching CNBC more frequently once they’ve left the workforce. It’s a natural shift—when your portfolio becomes…
-
Read More
What I’ve Learned Six Months into Building My Own Firm
|
This isn’t a typical post you’ll find in our blog. Instead, it’s a reflection—six months into building Back Bay Financial…
-
Read More
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…
-
Read More
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…
-
Read More
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…
