This time of year, many people think about those less fortunate and donating to charities. There’s no doubt that it feels great to help someone in need through
James Lee, CFP®, has been elected to the Board of Directors of the Financial Planning Association® (FPA®), the country's largest membership organization
I would like to share that I was invited to share my experience working with millennial clients before a House Committee.
The hearing, which was held in