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.
Navigating Medicare Open Enrollment

The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.
Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

Disability Income Insurance

How much Disability Income Insurance do you need?
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.