Lee Investment Management

Newsletters

Three Ways to Help Build Financial Resilience

Here are some steps to help handle challenging times and potentially emerge even stronger.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Keeping Cool in Volatile Markets

Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Savings Accumulation

Estimate the future value of your current savings.
Federal Income Tax

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