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  • Baton Rouge LA-FVN
    9191 Siegen Lane Bldg. 1 Baton Rouge, LA 70810 O: +1.225.408.0120 F: 225.612.6559
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Lee Wealth AdvisorsLee Wealth Advisors
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Social Security survivor benefits: 6 things to remember
Understanding how Social Security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
Read
Read
Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Aligning retirement and estate planning
How a trusteed IRA can help provide structure and continuity
Retirement & Longevity
How an HSA can be a powerful investment and retirement tool
Complement your retirement plan with a health savings plan for the things Medicare doesn’t cover.
Retirement & Longevity
Read
Preparing for a long and happy retirement
As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.
Retirement & Longevity
Read
Rule change affects high earners making catch-up contributions
Workers who exceed a certain wage threshold must make retirement plan catch-up contributions to an after-tax Roth account.
Retirement & Longevity
Read
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
Retirement planning considerations for corporate executives
Determine which strategies will help you reach your retirement goals.
Retirement & Longevity
Infographic: Thriving in retirement

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

Retirement & Longevity
Stay safe from Medicare scams
Four red flags to watch for
Retirement & Longevity
Always here for you
Lee Wealth AdvisorsLee Wealth Advisors
  • 9191 Siegen Lane Bldg. 1 Baton Rouge, LA 70810
  • O +1.225.408.0120
  • F 225.612.6559
  • Map & Directions
  • Map & Directions

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