Jim Lee

Tag: Personal Finance

Active vs Passive Investing – Which Is Best?

Active investing and passive investing are two contrasting approaches to making your money work for you in today’s market. Both […]

Dec 12, 2022
Set Yourself Up For Success In 2023

The new year is sneaking up on us. Before turning the page, this is the ideal time to take a […]

Seven Financial Planning Moves to Consider Making Before the End of 2022

2022 has proven to be a very challenging year for investors to navigate and the third quarter of the year […]

Nov 14, 2022
It’s Time to Put Your Cash Back-To-Work

We all need to keep some portion of our savings in cash. Now, after decades of dismal returns cash may […]

Nov 03, 2022
Trust Is The Key Component to Your Relationship With A Financial Advisor

Taking care of your money is work. You might wonder if you’re saving enough, investing smartly, not borrowing more than […]

Jim Pratt-Heaney and Michael Kazakewich of Coastal Bridge Advisors Discuss Estate Planning

Did you know that you currently have an estate? Believe it or not, nearly everyone does. Your estate consists of […]

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