Posts by Lee


“Most Americans understand that annual health care costs have been growing faster than inflation for some time.” – Planning for Health Care Costs in Retirement, Vanguard Research, June 2018 5 Steps to Reducing Health Care Costs in Retirement Health care costs will be the biggest expense for most retirees. It’s not a pleasant prospect, but it is a reality. That’s why planning for health care costs is one of the most...

Read More

“You have to fight for your privacy or you lose it.” –Eric Schmidt, former Executive Chairman, Google and Alphabet The General Data Protection Regulation (GDPR) Over the last few weeks, you’ve probably received numerous emails from social media sites, apps you use, and other online service providers announcing they are updating their privacy settings to enhance the user experience and give you more control of your...

Read More

Retirement is a totally new stage of life. With some careful prioritizing—and collaborating with your advisor—you can design a working plan for retirement that may surpass all your expectations. When most people think of retirement, they imagine leaving a job they’re tired of, getting out of the rat race, and leaving the pressures of employment behind. Often retirement is viewed as a reward for time in the workforce and successful...

Read More