Universal Life Insurance: A Primer
Life insurance has three main categories: term life, whole life (also referred to as permanent), and universal life. Each type
Life insurance has three main categories: term life, whole life (also referred to as permanent), and universal life. Each type
Are you thinking about retirement? There’s the good part – the travel, time with family, catching up with yourself or
When you think about building a financial plan that will help you meet your goals at every stage of your
November Recap and December Outlook The transition to a new administration is underway with announcements of cabinet position nominees. The
The IRS has increased the contribution limits for many retirement savings plans. In 2025, 401(k)s, 403(b)s, governmental 457 plans, and
Inflation is driving the headlines and wreaking havoc on budgets. But for long-term investors – mostly everyone – short-term inflation
The Federal Reserve has succeeded in bringing inflation down to the long-term goal rate of near 2%, which is good
October Recap and November Outlook An election season with several twists and turns came to a not-unexpected end with the
Retirement is just as much a leap of faith as any other significant life change. No matter how much you
Social Security and Taxes: Changes for 2025 Social security benefits are linked to inflation, and with inflation largely under control,
Everyone likes a good sammie – they can be delicious and convenient. But when you’re the filling, it’s a different
Wellness, in all its many facets, is increasingly becoming part of daily life. It’s a holistic, whole-life approach that involves
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