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Blog

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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Vintage white car with tan interior
James Lee | Mar 13, 2023

How to Finance Your Dream Car

Finance


Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

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Happy elderly couple holding yellow flowers
James Lee | Mar 6, 2023

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Toddler standing at the bottom of a stone staircase
James Lee | Feb 27, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Ten key accounting calculator on a soft yellow desk
James Lee | Feb 20, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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A calculator and a pen on top of a graph
James Lee | Feb 13, 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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Hand holding a house key
James Lee | Feb 6, 2023

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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Man sitting on a park bench and working on a laptop
James Lee | Jan 30, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Parent reading a book to their newborn child
James Lee | Jan 23, 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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James Lee | Jan 17, 2023

Big Changes To Retirement Plan Rules with SECURE 2.0

Retirement
Investments

In December of last year, Congress passed the so-called SECURE 2.0 Act of 2022. SECURE 2.0, which had rare bipartisan support, was enacted as part of a larger

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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
James Lee | Jan 16, 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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Happy couple sitting in a park with their dog
James Lee | Jan 9, 2023

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Phone: 518-580-0088
Fax: 518-207-0929
Email: jameslee@leemgt.com

     

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Saratoga Springs, NY 12866

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