Lee Investment Management

Newsletters

Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
Voluntourism: A Vacation That Makes a Difference

A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

Lease Payment

How much would your monthly lease payment be?
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Disability Income Insurance

How much Disability Income Insurance do you need?
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.