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
Déjà vu on Track
If there are two economic measures which reflect economic macro-trends better than others, they have to be GDP growth and inflation. These two economic measures contain data which drives job creation, the cost of living, interest rates and corporate profits. GDP...
Five Mistakes Pre-Retirees Should Avoid
“Pre-retiree” is too broad. Theoretically, everyone is either a pre-retiree or a retiree. For the purposes of this column, I’m defining a pre-retiree as a person in the final five years before retirement. In my experience, this is the point when a light bulb flashes,...
Ten Reasons To Stop Doing Your Own Taxes
I do not do my own taxes. That will shock a lot of my readers and clients who know that I own a business that offers tax planning and tax preparation. Also, I am an IRS enrolled agent, licensed to prepare taxes and represent taxpayers in front of the IRS. I did my own...