by Jim Lee | Oct 5, 2020 | retirement planning
The COVID pandemic has changed nearly every aspect of society. It’s changed the way we work, the way we learn, and even the ways in which we travel and dine. The pandemic also disrupted the economy and the financial markets, triggering record unemployment and bringing...
by Jim Lee | Sep 1, 2020 | retirement planning, Social Security
How much is your Social Security benefit worth? Social Security can provide you with an estimate of your benefit at retirement, but that’s in terms of how much income you’ll receive each year. How much would that income be worth if it were valued as a lump sum asset,...
by Jim Lee | Aug 3, 2020 | Retirement, retirement planning
It appears that a second round of stimulus is on the way. On July 27, Senate Republicans introduced the HEALS Act, which, among other things, would issue $1,200 stimulus checks to qualifying Americans. The Democrat-led House passed the HEROES Act in May, which also...
by Jim Lee | Jul 1, 2020 | Market Volatility
The first half of 2020 has been a rollercoaster ride. The COVID-19 pandemic completely altered our way of life and threw the economy into a tailspin. Most states have started the reopening process, but there is still significant uncertainty about the long-term impact...
by Jim Lee | Jun 9, 2020 | Market Volatility, retirement planning
The economic fallout from the coronavirus pandemic continues, even as states start to reopen restaurants, retail stores, and other businesses. The crisis brought an end to the bull market that started in 2009 and threatens to usher in a recession.1 What does the...
