Saving for retirement should be part of every stage of your work life, from your first job to your last
Donor advised funds (DAFs) provide a way for individuals and families to manage their charitable giving in a streamlined, flexible
August Recap and September Outlook As summer ends and September begins, attention is focused on the long-anticipated change in the
Getting laid off from a job upends almost every aspect of your world. Besides the financial impact, there may be
Creating a solid plan to build wealth is essential for everyone, but doctors are different and need to create a
When your company undergoes a merger or acquisition, the future of your outstanding stock grants—whether stock options, restricted stock, or
There’s a lot involved in moving to a new company, and normal for some to put some of the more
Several changes resulting from the SECURE Act and SECURE 2.0 Act in recent years have made inheriting an IRA more
Gen Z, the generation born between 1997 and 2012, is making its presence – and preferences – known. As of
July Recap and August Outlook After weeks of Olympic-themed press reports about the Fed “sticking the (soft) landing” and safely
A 30- minute meeting where we will assess a mutual fit, build rapport and better understand your current situations and goals.
Copyright© 2024, Lee Financial Group LLC