Weathering the Storm: Are You Prepared?
Severe weather can test even the most seasoned homeowners. And while storm hazards such as power [...]
13
09, 2018
29
08, 2018
Lee Financial named in Financial Advisor magazine’s 2018 RIA Ranking
Lee Financial, a Dallas-based independent wealth management firm, is proud to announce that is has been [...]
13
08, 2018
What Are ABLE Accounts?
What is an ABLE account? ABLE Accounts are tax-advantaged savings/investment accounts for individuals with disabilities and [...]
4
08, 2018
A Business “Will” can Go a Long Way
A business will is far more than a legal document designed to transfer assets upon the [...]
24
07, 2018
Tax Benefits of Homeownership After Tax Reform
Buying a home can be a major expenditure. Fortunately, federal tax benefits are still available, even [...]
19
06, 2018
Why is social engineering the biggest threat to your personal assets & security?
Every day we hear of new cyber risks and data breaches. While these issues might seem to be [...]
5
06, 2018
Marriage and Money: Taking a Team Approach to Retirement
Now that it's fairly common for families to have two wage earners, many husbands and wives [...]
21
05, 2018
Investing to Save Time Boosts Happiness Returns
The more money you make, the more valuable you perceive your time to be — and [...]
10
05, 2018
Message from Dana Pingenot (President) and Mark Whidby (Chief Investment Officer)
On April 20th, four of our executive members (Richie Lee, Dusty Wallace, and yours truly, Dana [...]
1
05, 2018
What are the gift and estate tax rules after tax reform?
The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal [...]
10
04, 2018
Due Date Approaches for 2017 Federal Income Tax Returns
Tax filing season is here again. If you haven't done so already, you'll want to start [...]
26
12, 2017
Summary of 2017 Tax Cuts & Jobs Act Changes
The Tax Cuts and Jobs Act legislation has been passed by Congress and signed by the [...]
15
12, 2017
D Magazine’s 2017 Best Financial Planners & Top Wealth Managers
We are proud to have been named in D Magazine’s 2017 list of “Top Wealth Managers [...]
19
09, 2017
Equifax Breach: What You Need To Know
On September 7th, Equifax reported a massive breach of over 143 million records from their database. [...]
29
08, 2017
Tax Benefits of Homeownership
Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make home-ownership [...]
18
07, 2017
The Health-Wealth Connection
It's a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can [...]
17
05, 2017
What Are Some Tips For Creating A Home Inventory?
Imagine having to remember and describe every item in your home, especially after you've been the [...]
3
04, 2017
Do I Need To File A Gift Tax Return?
If you transfer money or property to anyone in any year without receiving something of at [...]
31
01, 2017
The Alternative Minimum Tax — Not Just for the Wealthy
When first introduced, the alternative minimum tax (AMT) was widely acknowledged to be a rich person's [...]
1
01, 2017
2017 Key Numbers to Know
A summary of the 2017 key numbers and rates for retirement, education, income tax and estate planning. [...]
7
11, 2016
D Magazine’s 2016 List of Best Financial Planners in Dallas
We are proud to announce that seven members of Lee Financial’s wealth management team have been named in [...]
9
08, 2016
Getting Granny’s Gold
While anyone can fall for these schemes, elder financial abuse has become a big problem. The [...]
22
06, 2016
Transferring Assets to a 529 Plan
Americans who want to take full advantage of 529 college savings plans may have the option of [...]
25
04, 2016
LFC Viewpoint: Q2 2016 Market Outlook
Global equity markets had a roller coaster ride the first quarter of 2016, declining more than 10% [...]
25
04, 2016
New Rules Affect Retirement Savings Advice
On April 6, 2016, the Department of Labor (DOL) issued new "conflict of interest" rules regarding financial [...]
24
02, 2016
Starting A New Business in Retirement
Not that long ago, retirement meant being put out to pasture, with long days punctuated by occasional [...]
8
02, 2016
Managing a Disability or Chronic Illness
Create a financial plan that can help you make the best of any circumstance. Here's a checklist [...]
19
01, 2016
LFC Viewpoint: Q1 2016 Market Outlook
Global equity markets provided investors with mostly lackluster returns in 2015 and have had a difficult start [...]
19
01, 2016
2016 Key Numbers To Know
A summary of the 2016 key numbers and rates for retirement, education, income tax and estate [...]
5
01, 2016
Washington Wish List: 2016 Proposed Tax Legislation
Congress is always looking to make changes, and those changes can affect planning in significant ways. The [...]