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 | Oct 16, 2019 | Life Insurance, Retirement
According to a recent survey from Policygenius, only 32% of Americans own life insurance.1 Life insurance provides financial protection, especially for those with children or other dependents. Life insurance provides a tax-free lump sum benefit that can be used to...
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...
by Jim Lee | Apr 18, 2019 | Life Insurance, Retirement, retirement planning, Social Security
Remember hunting for Easter eggs as a child? There were few thrills more exciting than racing around the yard or a park to find as many eggs as possible. Your eggs may have contained candy, money or other prizes. As an adult, you may be too old to participate in a...
by Jim Lee | Apr 9, 2019 | Retirement, retirement planning
Everyone is familiar with the popular saying “April showers bring May flowers.” The arrival of spring also means the arrival of rainy weather. While rainy days are never fun, they signal the end of winter and the coming arrival of blossoming flowers and warmer...
by Jim Lee | Mar 11, 2019 | Retirement, retirement planning, Taxes
The deadline for filing your 2018 tax return is right around the corner. Have you filed your return yet? If so, were you satisfied with the outcome? Or were you surprised by how much you paid in taxes last year? The recent tax law dramatically changed the tax code....
