Lee Wealth Management

April 15 is only 25 days away! Just a friendly reminder that Tax Day is just around the corner. While many may have their ducks in a row, tax-wise, today is a good time to connect with your tax professionals to confirm you've met all the deadlines or make any necessary arrangements!

Just entering retirement? Here's what you need to know.

9 Facts About Retirement Regardless of how you approach retirement, there are some things about it that might surprise you.

When the One Big Beautiful Bill (OBBB) Act was passed on July 4, the legislation left several unanswered questions that the IRS is now addressing. The IRS undergoes this process every year, but this time around, the OBBB has added to the uncertainty. Here’s what the 2026 Federal income tax brackets will look like.

Job creation at small firms has come to a halt. Firms with fewer than 50 employees lost 120,000 jobs during the first two weeks of November. If the Fed cuts short-term interest rates, will that solve small businesses' job problems overnight? No, but it might be a step in the right direction.