This time of year, many people think about those less fortunate and donating to charities. There’s no doubt that it feels great to help someone in need through
James Lee, CFP®, has been elected to the Board of Directors of the Financial Planning Association® (FPA®), the country's largest membership organization for
I would like to share that I was invited to share my experience working with millennial clients before a House Committee.
The hearing, which was held in
MOVES YOU CAN MAKE BEFORE JANUARY 1
On December 22th, President Trump signed the “Tax Cuts and Jobs Act of 2017.” This is the first major tax reform bill
As a financial planner, one of my main goals is to help clients achieve peace of mind in their financial lives. For many clients, the first step in achieving
James Lee, President of Lee Investment Management LLC in Saratoga Springs, NY has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified
James Lee and the Financial Planning Association of Northeastern New York played host to FPA leaders from around New York State on May 16th and 17th for the
