There is so much information available to us on the internet. We live in a world where massive amounts of information on virtually any topic is at our fingertips 24/7. With all that is available, it can lead to information overload and downright confusion. I can’t tell you the number of times someone wanted to talk…

Read More

With threats like rising interest rates and inflation, Lee discusses many of the risks that can come with your financials as you approach retirement. Don’t wait until it’s too late, protect yourself now from these risks.

Read More

Tuesday March 9th, 2021 What’s the Best Investment Strategy One of the things I am frequently asked is, “What’s the best investment strategy?” It’s sort of a trick question, but I always answer the same…there is no best strategy. What works for you may not work for someone else. I also remind people that there…

Read More

A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. They want to just know they’re taken care of, but not get mired in the minutia. But we’ve heard countless stories of why this is a bad idea because one day you might become the lead decision maker. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions.

Read More