James Lee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lee Investment Management in Saratoga Springs, NY and the surrounding communities.
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Have you ever worked at a job that gave you access to more of something than you could ever want?You might be a pizza lover, but let me assure...
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Here’s a disconcerting thought: each year during retirement, everything you buy will cost more than it did the year before. Such is the nature...
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On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...
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If you've recently graduated from college, you most likely will earn more money than ever before. By the same token, you'll enter the workforce...
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While no one can count on rate forecasts, the prospect of lower mortgage rates should have borrowers thinking about taking advantage of cuts...
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As we approach the Holiday Season, our thoughts of giving usually rise. Whether it be for family and friends or for those in need, or causes...
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How often in life have you been able to accomplish something without first defining what it is that you’re attempting to do? For example, have...
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'Tis the season to gather and celebrate with friends and family. Each year, old traditions are remembered and new traditions are made. We...
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Congratulations on deciding to tie the knot and making it official by getting married! Before you happily embark on your wedding preparation...
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For many people, the grocery bill is one of the largest flexible budget items. Everyone needs food and water to survive, but after meeting this...
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