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Blog

James Lee | Jan 31, 2022

Social Security Facts for 2022

Retirement
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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James Lee | Jan 24, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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James Lee | Jan 17, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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James Lee | Jan 13, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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James Lee | Jan 12, 2022

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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James Lee | Dec 6, 2020

Charitable Giving: New Opportunities For Tax Savings In 2020

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

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James Lee | Oct 9, 2018

James Lee, CFP® Elected to the Financial Planning Association Board of Directors

 

James Lee, CFP®, has been elected to the Board of Directors of the Financial Planning Association® (FPA®), the country's largest membership organization

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James Lee | Sep 18, 2018

James Lee Testifies To House Committee on Millennial Retirement Security

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

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James Lee | Dec 27, 2017

Tax Planning Opportunities Before Jan. 1

 

MOVES YOU CAN MAKE BEFORE JANUARY 1


On December 22th, President Trump signed the “Tax Cuts and Jobs Act of 2017.” This is the first major tax reform

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James Lee | Oct 27, 2015

Financial Peace of Mind Starts with Creating Order out of Document Chaos

Organization

As a financial planner, one of my main goals is to help clients achieve peace of mind in their financial lives.  For many clients, the first step in achieving

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James Lee | Jul 30, 2015

James Lee Earns the CERTIFIED FINANCIAL PLANNER™ (CFP®) Designation

James Lee, President of Lee Investment Management LLC in Saratoga Springs, NY has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified

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James Lee | Jul 30, 2015

James Lee Hosts NY Financial Planning Leaders to Advocate for Profession

James Lee and the Financial Planning Association of Northeastern New York played host to FPA leaders from around New York State on May 16th and 17th for the

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Contact

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

     

Location

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

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