Issues

Life Insurance and Divorce: Protecting Your Family’s Future

• Paul H. Lee, CFP®
• Jan 12, 2013

Financial Planning Series

Business

Financial Education Sreries: Special Needs Planning

• Paul H. Lee, CFP®
• Aug 3, 2012

Alert to Caregivers of Dependents with Special Needs: You May Need to Change the Beneficiaries of Your Life Insurance, Annuities, IRAs or Other Retirement Accounts

Business

Early Retirement: Some Rules of the Road

• Paul H. Lee, CFP®
• Jul 25, 2012

Financial Education Series: Early Retirement

Business

Death Benefits Left to Someone with a Disability? What Happens?

• Paul H. Lee, CFP®
• Jul 18, 2012

Special Needs Education Series: Asset limitation.

Be a Winner in the Savings “Game”

• Paul H. Lee, CFP®
• Jun 6, 2012

Details on Long-Term savings goal

Asset Allocation: Composing Your Financial Symphony

• Paul H. Lee, CFP®
• Apr 24, 2012

Financial Wisdom Series

Business

A Living Will — Your Medical Directive

• Paul H. Lee, CFP®
• Apr 5, 2012

Estate Planning - an article regarding the use and purpose of the living will