James Lee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lee Investment Management in Saratoga Springs, NY and the surrounding communities.
By FPA member Joseph R. HearnLast Updated: August 10, 2011It’s understandable if you’re feeling a bit anxious. In the last few years we’ve had...Read More >
Looking beyond divorce is both hopeful and encouraging. Planning for a fresh start may include building and forging new family bonds with...Read More >
With the pressures we face on the job, very few of us think about reviewing every benefit we get from our employers – unless something goes...Read More >
I feel that a picture’s worth 1000 words and a video clip is worth 1000 pictures. So I’m putting this blog together to show you the 6 things to...Read More >