D Magazine’s 2019 Best Financial Planners & Wealth Managers
Lee Financial is proud to have been named again in D Magazine’s 2019 list of “Top Wealth Managers in Dallas” as well as have 6 members of our wealth management team [...]
Bizarro World
I remember reading Superman comics and loving the concept of a Bizarro World. In Bizarro World there is a bad Superman living in a planet called Htrae (“Earth” backwards) using his [...]
How can you avoid falling for the Social Security imposter scam?
The scam generally starts like this. You answer a call or retrieve a voicemail message that tells you to "press 1" to speak to a government "support representative" for help in [...]
Financial Advice for Recent College Graduates
You've put in the hard work as a college student and finally received your diploma. Now you're ready to head out on your own. And though you may not have given [...]
Charitable Giving After Tax Reform
Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how you'll be affected by these changes [...]