Lee Investment Management, LLC
14-16 Masons Island Road, Suite 2A
Mystic,
CT
06355
Phone:
- 860-245-4442
E-mail:
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Subscribe HereNewsletters
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HSAs: A Triple-Tax Perk with Short- and Long-Term Benefits
Health savings accounts help manage short- and long-term health-care costs, while offering significant tax advantages.
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Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
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Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
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HOT TOPIC: Employer Open Enrollment: Choose the Benefits That Are Right for You
Open enrollment is your chance to make every benefit count.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.