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
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...
Four Situations That Call for a Second Opinion on Your Financial Plan
A financial plan should be just that, a step-by-step guide to what you need to do to reach your goals with your money. The irony is that financial plans go stale almost immediately. Goals shift. Assumptions change. Life is constantly moving. Two years ago, I would...