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....
by Jim Lee | Feb 11, 2019 | Life Insurance, Market Volatility, Retirement, retirement planning
Valentine’s Day is supposed to be a day for romance and reconnection. For many couples, however, this time of year could be marked by disagreements about money. Nearly half of all married couples argue about financial issues.1 With the new year just starting and tax...
by Jim Lee | Dec 20, 2018 | Retirement, retirement planning
The holiday season is here. For many Americans, that means it’s time to give to charity. A recent study found that 63 percent of all Americans donate to charity in the final two weeks of the year. Most of those donations go to churches, poverty-related organizations...
