Karen Lee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Karen Lee and Associates, LLC in Atlanta, GA and the surrounding communities.
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The calendar says it’s only March, yet there you are, sitting in your office, daydreaming about summer vacation possibilities. Will it be the...
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Taxes can eat away a significant portion of an investment's return. Yet at the same time, financial planners caution against allowing the "tax...
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I meet with individuals on a daily basis that have different perceptions of the world, and how they should react with their portfolio: I’m...
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With college tuition rates ever on the rise, today’s students of higher learning are coming face-to-face with the prospect of looming student...
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There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...
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What is a REIT?REIT is the acronym for Real Estate Investment Trust, which is a real estate company that offers shares to the public. Some...
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Tax and wage related ID theft on the riseThe Federal Trade Commission (FTC) released its annual nationwide...
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Saturday we had Financial Planning Day in the Twin Cities. Nationally, there will be Financial Planning Days in 31 cities during the month of...
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It’s that time of year again when you are besieged with a blizzard of paperwork. Documents such as a W-2, 1099DIV, 1099R, 1099B, 1099INT, K1...
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For many, the decision to get out of debt is preceded by weeks, months or possibly years of worry about these obligations. But it’s important...
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