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2019 Key Retirement and Tax Numbers

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 [...]

Investing in Yourself for a Change

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, [...]

5 Signs You Need A Financial Planner

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 Named Recipient of 2018 Young Guns Award

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 [...]

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