Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the [...]
We are honored to have been named in D Magazine's 2018 list of "Top Wealth Managers in Dallas” as well as have 6 members of our wealth management team be selected [...]
Retirement. College. An emergency fund. A new home or home improvement project. Check, check, check, and check. If you've been saving faithfully each month for some or all of these things, [...]
Asking for help is a sign of strength, not weakness.Sometimes it’s hard to ask for help and you think you can – or should – handle things yourself. Whether it’s taking care [...]
Laura Maxfield, a Certified Financial PlannerTM practitioner at Lee Financial, an independent fee-only wealth management firm based in Dallas-Ft. Worth, was awarded the 2018 Young Guns Award by the DFW chapter of the [...]