Helping You Enjoy Your Wealth Today Without Having to Worry About Running Out Tomorrow
You’ve worked too hard for too long to not enjoy what you’ve built. We strive to help retirees and those making their exit to maximize income and minimize taxes so they can maximize living.
Breathe Easy – You’re at Exit 59
Our firm’s name—Exit 59 Advisory—is a metaphor for life’s journey. Our favorite Exit 59 is off I-95, a busy highway along the East Coast, to Guilford, Connecticut. Driving into the quaint town, you catch sight of the dense woods and inhale the salty sea air. As you clear the woods, an expansive waterfront appears seemingly all around you. Life immediately slows down.
To us, I-95 represents your working life. It’s a long journey filled with ups and downs, twists and turns, starts and stops. But when you reach Exit 59, you can relax and breathe easy, knowing you’ve made it. Likewise, at Exit 59 Advisory, our goal is to give you the confidence necessary to truly enjoy your freedom.
Insights
Clear Air Turbulence or an Ugly Lasting Storm? Hold your Ground!
2025 has simply been boring and status quo, right? There’s not much going on in the world or in the headlines. Not! We want to make sure you are awake as you start to read this. As we anticipated, the amount of news flowing out of Washington on the policy front this...
Economic Outlook: Initial Take on Trump’s Four Buckets
I feel better about some of my past economic calls that haven’t panned out. Theodore Roosevelt’s quote—“The only man who never makes a mistake is the man who never does anything”—gives me some degree of solace. My mistakes show that I am at least willing to make a...
Santa Hit Some Air Turbulence at Year-End. Time for a Rest? Buckle Up!
“The greatest danger in times of turbulence is not the turbulence; it is to act with yesterday’s logic.” — World-renowned management consultant and author Peter Drucker From an investment return standpoint, 2024 was virtually a replay of 2023. Specifically, the...