by Jim Lee | Apr 17, 2020 | retirement planning
The coronavirus has taken the world, and the U.S. economy, by storm. After the longest bull market in history, the stock market is now deep in bear market territory.1 Businesses, sports, leagues, and schools have shut down. This is an unprecedented time in American...
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...
by Jim Lee | Oct 31, 2019 | Market Volatility, retirement planning
It’s the scariest time of year. Halloween is here again. It’s time to stock up on candy, carve your pumpkin, and find the perfect costume. This may be the season for ghouls and goblins, but there could also be terror lurking in your retirement strategy. More than 50%...
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 | 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...
