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Blog

A row of houses along a canal
Jimmy Lee | Jun 14, 2023

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Jimmy Lee | May 14, 2023

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Parent reading a book to their newborn child
Jimmy Lee | Apr 14, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Man sitting on a park bench and working on a laptop
Jimmy Lee | Mar 14, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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A calculator and a pen on top of a graph
Jimmy Lee | Feb 14, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Jimmy Lee | Jan 14, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Hand holding a bill with a red "Past Due" stamp on it
Jimmy Lee | Dec 14, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Jimmy Lee | Nov 14, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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Jimmy Lee | Oct 14, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
Read More
Hand holding a large bundle of balloons
Jimmy Lee | Sep 14, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Focused young woman shopping online on her laptop
Jimmy Lee | Aug 14, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
Read More
Mother and child working on a laptop together
JTL Wealth Partners | Jul 14, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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