Skip to main content

       Client Login Contact

menu
  • Home
  • Who We Are
    • Our Mission
    • Our Story
    • Our Team
  • What We Do
    • Financial Planning
    • Investment Management
  • What to Expect
  • Resources
  • Blog
  • Schedule a Meeting

Blog

James Lee | Apr 25, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Read More
James Lee | Apr 18, 2022

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.
Read More
James Lee | Apr 11, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More
James Lee | Apr 4, 2022

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
Read More
James Lee | Mar 28, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
Read More
James Lee | Mar 21, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
Read More
James Lee | Mar 14, 2022

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
Read More
James Lee | Mar 7, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More
James Lee | Feb 28, 2022

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
Read More
James Lee | Feb 21, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
Read More
James Lee | Feb 14, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
Read More
James Lee | Feb 7, 2022

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Current page 5
  • Page 6
  • Page 7
  • Next page Next ›
  • Last page Last »

cfp

fpa

fee

napfa

xy

Contact

Phone: 518-580-0088
Fax: 518-207-0929
Email: jameslee@leemgt.com

     

Location

63 Putnam St., Suite 200
Saratoga Springs, NY 12866

Quick Links

About
Contact
Services

Tweets by leemanagement

FORM ADV | FORM CRS | DISCLAIMER | PRIVACY POLICY

© 2023 Lee Investment Management. All rights reserved.