by Philip Lee, CFP®
For my birthday, I think about the financial implications but will also enjoy time with my family and friends. The table below provides a
by Philip Lee, CFP®
Here are some Frequently Asked Questions I get for those thinking about their finances. Of course, there is more to financial planning
by Philip Lee, CFP®
Here are some Frequently Asked Questions I get for those thinking about their finances. Of course, there is more to financial planning
This is the time of year when many may be spending time with family and/or friends while enjoying the holiday season. It's also the time when people typically
By Philip Lee, CFP®
Are you a Massachusetts resident and saving towards college via a 529 Plan?
I’ve often recommended the Nebraska 529 plan or, more
In each of the last few years, I have been asked to speak about basic financial planning issues to seniors of my alma mater, Mount Holyoke College. The most