Blog - Strong Gaddy Lee Wealth Management

9 Facts About Retirement

July 12, 2023

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a

older couple looking at financial options with advisor

Managing Healthcare During Retirement

June 7, 2023

Managing and wrapping your head around health care costs and health insurance may seem like a daunting task. A financial wellness study found that over one-third of baby boomers—38% to

Person putting money into a retirement savings jar.

Reality Check on Your Retirement Savings

May 15, 2023

Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement. There is no time like the present to ensure you are allocating enough

person using a calculator to work on their finances

Six Principles for Financial Fitness

April 28, 2023

“An investment in knowledge pays the best interest.”—Benjamin Franklin. 1. Set goals. If you don’t have concrete short-term and long-term financial goals, reaching some level of financial fitness can become

calendar with tax deadline date written in

Tax Time —Tips to Cut Your Bill

April 17, 2023

The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns. If you have yet to file,

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How the Change in Retirement Laws Will Affect You

February 28, 2023

Dubbed SECURE Act 2.0, the bill enjoys widespread bipartisan support and builds on SECURE Act 1.0 by strengthening the financial safety net by encouraging Americans to save for retirement. 9

There’s a Reason Why January is Financial Wellness Month

January 16, 2023

Finances have been a cause of concern in human lives for as long as money has existed. It’s the key to unlocking all of our material desires, but it can

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Wealth Building Strategies While Raising a Family

December 15, 2022

Raising a family is rewarding─and expensive. Consider taking these steps to support your family financially through a program of smart investing. Building a career and raising a family requires management

Happy Senior Couple Planning Family Budget Together With Laptop And Papers

Managing A Budget During Your Retirement

November 14, 2022

Retirees face a critical task in managing their income and expenses to ensure that they can support their lifestyle and any healthcare costs