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Blog

Jimmy Lee | May 14, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Jimmy Lee | Apr 14, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Jimmy Lee | Mar 14, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Jimmy Lee | Feb 22, 2022

Chris Mankoff in the February 2022 edition of Advisors Magazine

Financial Planning
Financial planning as a family affair
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Jimmy Lee | Feb 14, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
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Jimmy Lee | Jan 14, 2022

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Jimmy Lee | Jan 7, 2022

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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Jimmy Lee | Dec 7, 2021

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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Jimmy Lee | Nov 7, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Jimmy Lee | Oct 7, 2021

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Retirement

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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Jimmy Lee | Oct 6, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Jimmy Lee | Sep 6, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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