by Jim Lee | Sep 16, 2019 | Uncategorized
Planning your retirement strategy? Wondering where your income will come from in retirement? It’s likely that Social Security will be part of the mix. More than 90% of Americans age 65 and older receive Social Security benefits. In fact, for 48% of married elderly...
by Jim Lee | Aug 30, 2019 | retirement planning
Are you 50 and just now starting to save for retirement? Worried that your retirement may not be exactly like you planned? You’re not alone. According to a study from Gallup, retirement is America’s top financial concern. More than 50 percent of Americans are worried...
by Jim Lee | Aug 9, 2019 | Life Insurance, retirement planning
It’s that time of year again. Time to hit the stores for back-to-school deals. If you have kids in school, you probably have a long list of colored pencils, notebooks, markers and other supplies. Perhaps you need to get your kids shoes, a new backpack and even new...
by Jim Lee | Jun 27, 2019 | retirement planning
Summer has finally arrived. It’s time for sunshine, barbeques and maybe even vacations to the beach. If you’re still working, you may only get one or two weeks a year to escape from the office and enjoy the great weather. However, once you’re retired, you’ll have the...
by Jim Lee | May 20, 2019 | Retirement, retirement planning
Tips to Jumpstart Your Savings It’s graduation season. Do you have a graduate who finishing up on college? If so, this is a time to celebrate your child’s accomplishment and their entrance into adulthood. It also may be a time to celebrate your new freedom. You have...
