Joann Lee - Financial Representative

03/22/2022

Retirement is expensive - everyday becomes the weekend. Few people want to just sit around and watch tv.
So, how much do you really need?

People underestimate how much is needed for retirement to live comfortably, according to Dan Ariely, a professor at Duke University. Here's how much is needed.

01/01/2022

Wishing you much success and continued growth in 2022 and beyond!

07/27/2021

🙌🏽🙌🏽🙌🏽

06/20/2021

To all the dads and father figures out there—I hope you enjoy your special day.

05/27/2021

“The magic number for retirement savings is $756,000... but while that is the average amount individual Canadians believe they’ll need to amass, up to 90% don’t have a formal plan on how to get there.”

Do you have a plan? If not, let’s get together set one up😊 If so, let’s get together and make sure you’re on track to meet your goals!👊

Jonathan Chevreau: While that is the average amount individual Canadians believe they’ll need to amass, up to 90 per cent don’t have a formal plan on how to…

05/09/2021

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To all the hardworking, dedicated moms in our Primerica family and beyond: Have a great day! You deserve it!

04/04/2021

Wishing you and yours a blessed Easter! ✝️☀️🐰🐣

03/29/2021

Taking the time to learn more about how to better your financial situation is always a good thing👍 Even better, doing it alongside a licensed financial representative🙌

When we’re in school, we understand the importance of a teacher. If we are trying to reach a fitness goal, we understand that a personal trainer can help us reach our goal faster. When we put our kids in sports, we try to find the best program with the best coaches for our kids to learn from. Why should our personal finances be any different?🤔

Lock arms with a financial coach, and no one can stop you from reaching your financial goals!!💪👊

03/26/2021

What an amazing and relevant learning exercise for young people! Did you get to experience something like this in high school? I wish I did, but I didn’t.

Perhaps it’s time to sit down with a licensed financial representative - let’s have a conversation!😊

03/16/2021

Check out the results if Primerica’s latest Middle-Income Financial Security Monitor at https://bwnews.pr/30rDiGI

“Overall, working families remain confident in their knowledge of basic financial matters like budgeting and saving, but they could use other financial help... in more complex financial matters”

Who can relate?🙋🏻‍♂️🙋🏿🙋🏼‍♀️🙋🏽
I’m happy to help, let’s chat!😊

The most recent Primerica Financial Monitor is out and confirms what we hear from thousands of families each day — despite recent economic headwinds, middle-income families across America are generally optimistic about their financial situation. Full results here: https://bwnews.pr/30rDiGI

03/10/2021

“41 per cent of Canadians surveyed for an FP Canada report said that money is the leading cause of stress in their lives”

Before the current crisis, there was no concerted effort to address Canadians’ lack of financial well-being. What lessons can be learned and applied as we move toward a post-COVID-19 world?