Evan T. Beach, CFP®, AWMA®
After graduating from the University of Delaware and Georgetown University, I pursued a career in financial planning. At age 26, I earned my CERTIFIED FINANCIAL PLANNER™ certification. I also hold the IRS Enrolled Agent license, which allows for a unique approach to planning that can be beneficial to retirees and those selling their businesses, who are eager to minimize lifetime taxes and maximize income.
My extensive experience in retirement income and tax planning as well as practice management has attracted industry and media attention. I’m a columnist for Kiplinger and the Journal of Financial Planning and a frequent contributor to Yahoo Finance, CNBC, Credit.com, TheStreet.com, Bloomberg and U.S. News and World Report, among others. I also serve as a special topics instructor at Texas Tech University’s highly regarded undergraduate and graduate personal financial planning programs.
Investment Advisory Services through Mariner Platform Solutions, LLC, an SEC Registered Investment Adviser.
Email: EBeach@exit59advisory.com | Website: www.exit59advisory.com
Calendly: calendly.com/ebeach-vfy/introductory-call
Latest articles by Evan T. Beach, CFP®, AWMA®
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Retirement Income Strategies for the 1%
Making Your Money Last It's a good problem to have, but the nation's wealthiest folks have a few extra challenges to address when making decisions about their withdrawal plan in retirement.
By Evan T. Beach, CFP®, AWMA® Published
Making Your Money Last -
4 Must-Dos Before Retirement
Financial Planning I've seen too many people get too late a start on these four essential retirement checklist items.
By Evan T. Beach, CFP®, AWMA® Published
Financial Planning -
Retirement Income Strategies for our Next Bear Market
Markets The good times have been rolling on Wall Street, but will you be ready when things change?
By Evan T. Beach, CFP®, AWMA® Published
Markets -
Why Couples Must Plan for Social Security as a Couple
social security There are 576 ways to collect Social Security. The option you pick will have a direct impact on your spouse.
By Evan T. Beach, CFP®, AWMA® Published
social security -
Women Will Have a Different Retirement: Plan Accordingly
retirement From Social Security benefits to budgeting for health care, strategies that help ensure a secure retirement for men may not work for most women. Here’s what they need to consider.
By Evan T. Beach, CFP®, AWMA® Published
retirement