Lisa Lee is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at SilverOak Financial Group in Houston, TX and the surrounding communities.
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It is hard to read a newspaper, listen to the radio, or watch TV these days without hearing about the level of government (state and federal)...
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If you believe that everything has been done to preserve your estate as it passes to your heirs, you may want to think again. Almost 70% of...
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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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How does one get off this ride? 2011 was another year of market moving headlines. We saw the tsunami and nuclear disaster in Japan. Osama Bin...
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When it comes to estate planning it is not only important to have the right documents, but it is crucial to have thought through the people who...
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Someone once said, “Everybody wants to go to Heaven, but nobody wants to die.” Something similar may be true for new retirees. Everybody wants...
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I’ve written several blogs, both for the Financial Planning Association and others comparing financial services to the diet & health industry....
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Budgeting is one of the first great lessons of personal finance, yet relatively few people are taught the basics of creating one. Or if they’re...
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Collect Financial & Estate DocumentsGather your income tax returns, a list of assets and liabilities, retirement and investment accounts, stock...
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A company sponsored retirement plan is one of the best benefits your employer can offer you; but in order to realize the greatest success with...
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