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Blog

Image of an American flag, with a person looking out of them similar to window blinds.
Brad Lee | Mar 14, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

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Woman with graduation cap looking at the sky
Brad Lee | Oct 2, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
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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Two yellow balloons with smiley faces on them
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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Elderly woman doing yoga in a park
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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Hands holding a small wrapped present
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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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
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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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
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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Elderly person holding a stress ball
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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Man with glasses leaning against a wall
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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Row of townhomes
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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P | 319-266-0096
F | 319-266-0097

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

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