
Financial Planning For Starting a Family
Beginning or enlarging your family is a joyous event, but adding long-term expenses also ups the amount of planning you
Beginning or enlarging your family is a joyous event, but adding long-term expenses also ups the amount of planning you
Inflation is driving the headlines and wreaking havoc on budgets. But for long-term investors – mostly everyone – short-term inflation
Wellness, in all its many facets, is increasingly becoming part of daily life. It’s a holistic, whole-life approach that involves
The “Sandwich Generation” are Gen-Xers and older Millennials who are raising children while also helping their Boomer parents navigate aging.
Similar to the limits placed on contributions to retirement savings plans when you are working, the IRS also has regulations
Getting organized is one of those goals that can seem like, if you could get there, it would be life-changing
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