Lee Investment Management

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Three Ways to Help Build Financial Resilience

Here are some steps to help handle challenging times and potentially emerge even stronger.
Medicare or Medicaid?

It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

Credit Card Debt

How Long Will It Take to Pay my Balance?
Disability Income Insurance

How much Disability Income Insurance do you need?
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.