The IRS has increased the contribution limits for many retirement savings plans. In 2025, 401(k)s, 403(b)s, governmental 457 plans, and
The Federal Reserve has succeeded in bringing inflation down to the long-term goal rate of near 2%, which is good
Donor advised funds (DAFs) provide a way for individuals and families to manage their charitable giving in a streamlined, flexible
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
Getting married is a milestone unlike any other. It signifies partnership and shared responsibility, now and in the years ahead.
Similar to the limits placed on contributions to retirement savings plans when you are working, the IRS also has regulations
If you own real estate as an investment property, at some point you may have considered selling your asset and
Managing the volatility of investment assets by creating a diversified portfolio is one of the basic principles of investing. Dividing
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