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 | Feb 18, 2020 | retirement planning
As a married couple, your life is often marked by milestones. There’s the day you met and the day you married. You buy a house and perhaps welcome children. You celebrate anniversaries and birthdays and advances in your careers. And then there’s the ultimate milestone...
by Jim Lee | Feb 13, 2020 | retirement planning
Retirement is supposed to be a joyous occasion. After all, this is the time when you get to leave the constraints of a busy career behind. You’re free to set your own schedule and spend your time as you wish. There’s no boss to report to. No clients to manage. No big...
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 | 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...
