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
Whew…... so, this current election cycle is over and soon there will be a new administration. In the past two weeks, I find clients who are overwhelmed with the
By Philip Lee, CFP®
Last week my son asked me about charities and why or how people give to others. What a great conversation to have with a son – so I
by Philip Lee, CFP®
As the summer wind-down begins it is time to start thinking about upcoming financial planning deadlines:
Sept. 15: Deadline for your
