by Philip Lee, CFP®
For my birthday, I think about the financial implications but will also enjoy time with my family and friends. The table below provides a
by Philip Lee, CFP®
Here are some Frequently Asked Questions I get for those thinking about their finances. Of course, there is more to financial planning and
by Philip Lee, CFP®
Here are some Frequently Asked Questions I get for those thinking about their finances. Of course, there is more to financial planning and
This is the time of year when many may be spending time with family and/or friends while enjoying the holiday season. It's also the time when people typically
By Philip Lee, CFP®
Are you a Massachusetts resident and saving towards college via a 529 Plan?
I’ve often recommended the Nebraska 529 plan or, more recently
In each of the last few years, I have been asked to speak about basic financial planning issues to seniors of my alma mater, Mount Holyoke College. The most
