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Blog

Close up portrait of child giving two thumbs up
James Lee | May 29, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Elderly woman and younger woman having a conversation
James Lee | May 22, 2023

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

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Man cleaning floor in restaurant
James Lee | May 15, 2023

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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fair lights in hands
James Lee | May 8, 2023

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

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Yellow Volkswagen van on road in desert
James Lee | May 1, 2023

Using the FIRE Movement to Gain Financial Independence

Retirement
Savings

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial

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James Lee | Apr 24, 2023

Money and Happiness: What Research Tells Us

Retirement
Investments
Family

As a financial planner, I work with clients who are looking to improve their financial situation in order to achieve greater happiness and well-being. However

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coins in a cup with growing plant
James Lee | Apr 24, 2023

What are the Benefits of Saving Early?

Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
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financial professionals
James Lee | Apr 17, 2023

Personal Liability Protection

Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
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Three women laughing in a park
James Lee | Apr 10, 2023

What College Students Need to Know About Money

College

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances

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Elderly person holding a stress ball
James Lee | Apr 3, 2023

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

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Businessman using a laptop and smartphone
James Lee | Mar 27, 2023

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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Young professional women in a meeting
James Lee | Mar 20, 2023

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

Finance

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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Email: jameslee@leemgt.com

     

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