Stephen Lee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wagener-Lee, LLC in Columbia, MD and the surrounding communities.
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If you’ve ever watched Steve Jobs 2005 Stanford Commencement Speech, you will likely remember the poignant description of his morning ritual in...
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You can be your own worst enemy if you do not have the proper perspective on your investment portfolio. Human nature can be contrary to...
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Last Updated: January 1, 2012If you’ve made a New Year’s resolution to get control of your finances in 2012, here’s a list of important...
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To get out of debt, track your spending. For one month, record where and how much money you spend wherever you go. By the end of the month, you...
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The Financial Planning Association website has a very useful section called “Choosing a Planner,” which begins by stating:...
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With Valentine’s Day behind us and spring approaching, there are undoubtedly some new engagements to celebrate and weddings on the horizon....
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Choosing to leave a corporate job and become self-employed does not mean you have to leave behind regular contributions to a retirement savings...
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Creating a balanced financial life is a lifelong process. As soon as you get one thing straightened out, it seems like another issue pops up...
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Have you ever worked at a job that gave you access to more of something than you could ever want?You might be a pizza lover, but let me assure...
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Imagine for a moment that you are one of the few lucky people in America still covered by a defined benefit pension plan. Now imagine that you...
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