by Jim Lee | Feb 28, 2020 | retirement planning
Tax time is almost here again. Are you one of those filers who wait until the last minute? You’re not alone. Unfortunately, procrastination can be costly, especially in retirement when every dollar count. If you wait, you may rush and that may cause you to miss...
by Jim Lee | Feb 18, 2020 | retirement planning
As a married couple, your life is often marked by milestones. There’s the day you met and the day you married. You buy a house and perhaps welcome children. You celebrate anniversaries and birthdays and advances in your careers. And then there’s the ultimate milestone...
by Jim Lee | Feb 13, 2020 | retirement planning
Retirement is supposed to be a joyous occasion. After all, this is the time when you get to leave the constraints of a busy career behind. You’re free to set your own schedule and spend your time as you wish. There’s no boss to report to. No clients to manage. No big...
by Jim Lee | Jan 23, 2020 | Retirement, retirement planning
The government passed a year-end spending bill in December, and it included one piece of legislation that could have a big impact on retirees. It’s called the SECURE Act. The bill’s name is an acronym for Setting Every Community Up for Retirement Enhancement. The...
by Jim Lee | Dec 23, 2019 | Life Insurance, retirement planning
It’s the giving season. Are you planning to make a donation to your favorite charity this holiday season? If so, you have company. More than 60% of Americans make some type of charitable donation in the last two weeks of the year. The post popular charities are...
