Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Tax scams are likely to increase over the next few months. Here’s how to spot one.
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April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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With the popularity of robo-advisors, are financial professionals still necessary?
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It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Unhappy with your current financial situation? Your daily habits may be to blame.
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Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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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
