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
Philip Lee CFP®
I file this Wall Street Journal article, (How to Manage Your Target-Date Fund After Retirement) under "One Size Fits None." I've had
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
There are a myriad of strategies for cutting your tax bill leading up to and during retirement. Philip Lee, CFP® is quoted in this recent The Fiscal Times art
Philip is quoted on Roth IRA Re-characterization deadlines, maxing out on retirement plans, as well as the need to establish solo 401(k) plans by December 31
