Lee Investment Management

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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.
Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.
Financial Tools That Can Help Americans with Disabilities

Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Home Affordability

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