Lee Investment Management

Newsletters

Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.