by Jim Lee Financial | May 22, 2018 | Estate Planning
According to a recent small-business survey from Nationwide, half of respondents said they don’t have a succession plan. Among those without a plan, 47 percent said they didn’t think such a plan was necessary. An additional 22 percent said they didn’t have time or...
by Jim Lee Financial | May 10, 2018 | Retirement
According to a recent Gallup survey, more than half of Americans are worried they won’t have enough money for retirement.1 There may be good reason for concern, especially among baby boomers. A study from the Insured Retirement Institute found that 42 percent of baby...
