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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

Brad Lee | Jan 5, 2023

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Brad Lee | Aug 19, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Brad Lee | May 25, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Brad Lee | Apr 5, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Elijah Lee | Mar 3, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Elijah Lee | Jan 31, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Elijah Lee | Oct 27, 2021

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
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Elijah Lee | May 27, 2021

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

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Elijah Lee | Apr 12, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Lee Wealth Management | Apr 12, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Lee Wealth Management | Apr 12, 2021

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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3404 Midway Dr
Waterloo, IA 50701

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P | 319-266-0096
F | 319-266-0097

E | Bradford.Lee@LPL.com
E | Elijah.K.Lee@LPL.com
E | Bob.Moore@LPL.com

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, CO, FL, GA, IA, IL, IN, KS, KY, MN, MO, NE, NM, OR, SD, TX, UT, VA, WI, WY

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