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...
by Jim Lee | Dec 12, 2019 | Life Insurance, retirement planning
It’s hard to believe we’re already nearing the end of 2019. This year has flown by and 2020 is almost upon us. If you’re like many people, you use the end of the year to evaluate the past and make resolutions for the future. Your financial strategy might be included...
by Jim Lee | Nov 26, 2019 | Life Insurance, retirement planning
What are you most thankful for this Thanksgiving? Time spent with family and friends? Good health? Perhaps a positive career development? This is the season to reflect on the past year and appreciate all of life’s good fortune. You probably have a number of blessings...
