Down the Donut Hole: The Medicare Coverage Gap
One of the most confusing Medicare provisions is the prescription drug coverage gap, often called the "donut hole." It may be clearer if you consider the gap within the annual "lifecycle" [...]
Weathering the Storm: Are You Prepared?
Severe weather can test even the most seasoned homeowners. And while storm hazards such as power outages, downed trees, and flooding can result in costly damage to your home, they can [...]
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 named to Financial Advisor Magazine’s 2018 RIA Ranking. The ranking was compiled using 2017 year-end [...]
What Are ABLE Accounts?
What is an ABLE account? ABLE Accounts are tax-advantaged savings/investment accounts for individuals with disabilities and their families. ABLE Accounts allow individuals with disabilities to save and invest money without losing [...]
A Business “Will” can Go a Long Way
A business will is far more than a legal document designed to transfer assets upon the death of an owner or partner. It is a comprehensive estate planning tool that can [...]