Bryan Lee

Founder and owner of Strategic Financial Planning, Inc. an independent, fee-only financial planning and wealth management firm in Plano, TX.

[Bryan Lee @bleesfp]

With the election now decided, the process has begun of evaluating the potential impact that the Trump administration might have. Read on for a few examples of the items we are tracking.
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[Bryan Lee @bleesfp]

Home renovations are expensive, but is it worth it? Well, that depends on how you calculate the ROI of the renovations. Here, we share some factors to consider and the invaluable aspects of doing your homework.
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[Bryan Lee @bleesfp]

Life is unpredictable. But your finances don’t have to be. Here are 4 ways to make sure you’re covered no matter what life throws your way. https://t.co/R4x1wlUnuK

[Bryan Lee @bleesfp]

#texashockey

[Bryan Lee @bleesfp]

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[Bryan Lee @bleesfp]

With record-low inventory, low interest rates, and high demand, (1) the housing market is currently booming. Once the stress and drama of offers and counteroffers is over, you can finally enjoy being a homeowner—right? https://t.co/Ls4RksIwTH

[Bryan Lee @bleesfp]

A Merrill Lynch Age Wave survey of more than 2,500 parents shows that 79% reported helping their adult children financially—to the tune of $7,000 per year on average. (1) https://t.co/y8vcCMkMHC

[Bryan Lee @bleesfp]

Even if you’ve been looking forward to retirement, all of that change happening all at once can be mentally and emotionally challenging. https://t.co/sH9V5KcY2s

[Bryan Lee @bleesfp]

As you transition into 2021 and all this year will bring, take some time to think about your long-term plans and reevaluate your decisions, especially in the following key areas. https://t.co/MEJZU4wj3V

[Bryan Lee @bleesfp]

Even though there are plenty of unknowns ahead, follow through on these 5 financial actions before the ball drops on December 31st to give yourself a leg up. https://t.co/v2JscJ2ws3

[Bryan Lee @bleesfp]

This year, in the middle of a global pandemic and a charged election season, we think it’s more important than ever to celebrate Thanksgiving and turn our minds to our many blessings. https://t.co/JjTLbcHg3y

[Bryan Lee @bleesfp]

While creating a financial plan is in a different category than buying a car or putting an offer on a home, we believe it’s just as significant of an investment. https://t.co/TajgOVXTvN

[Bryan Lee @bleesfp]

While it’s normal to hear about potential tax changes, jobs, and trade policies at this point in an election year, the impact of COVID-19 on our economy has made politicians’ promises to decrease unemployment, cut taxes, and increa…https://t.co/n7gDce60UX https://t.co/h3ppHPaAbS

[Bryan Lee @bleesfp]

It may not solve all your worries, but it does protect your loved ones if the worst-case scenario becomes a reality. https://t.co/jqvioYMkbD

[Bryan Lee @bleesfp]

In a world with no guarantees, it’s important to take the necessary steps to increase your chances of success. Here are some common financial mistakes business owners make and solutions to avoid them. https://t.co/FPTx1Do97h

[Bryan Lee @bleesfp]

A 401(k) or 403(b) is a valuable and important tool to help you build your retirement nest egg so it’s there when you need it, but there are many variables that can impact your account. https://t.co/Hth3EfJDdP

[Bryan Lee @bleesfp]

It’s tempting to put saving for college on the back burner, but as anyone with kids knows, the days are long but the years are short. https://t.co/3u5TsDOSf0

[Bryan Lee @bleesfp]

With the absence of commuting, socializing, or other outside-the-home activities, you may be wondering how you can make the best use of your time and develop daily routines that work well for you, while at the same time trying not…https://t.co/uMMdIIe27M https://t.co/ELVypt9ERR

[Bryan Lee @bleesfp]

We think a lot about each of you and we continue to look for ways to not only limit any damage of a market downturn but also to make sure you are all in a position to weather this storm as best as possible. https://t.co/0jvMFH8K9C

[Bryan Lee @bleesfp]

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