Edward Jones-Financial Advisor: Faith Lee

10/13/2023

Exploring the potential opportunity of Bond Market:
Join us next week at ViewHouse. Dinner will be served.

Secure your seat by calling 719-282-3303 to RSVP.

09/26/2023

Interested in Networking & Introducing your business? Join free networking event this Thursday, September 28th between 8:30AM - 10AM at Catalyst Campus for Technology and Innovation

Register: https://bnicoloradosprings.com/en-US/visitorregistration?chapterId=21691

08/18/2023

Moving to a new home can be an exciting time, but it can also come with financial challenges. Consider these five steps to help build a strong financial foundation when tackling a move to a new home.

Let’s get started

08/15/2023

Many of us have a home improvement wish list but may not know how to turn those ideas into action. Check out these four tips to help you plan how to afford a big remodel and then call me to discuss.

Thinking about making upgrades to your place? Follow these steps to find a contractor and budget strategy for your project.

08/10/2023

You have to worry about a lot of numbers in retirement. But dollars and cents aside, there’s one surprising number you may take for granted. Here are five questions to consider when assessing the “where” in your retirement planning.

Retirement planning is all about numbers. Yet, there’s one number most of us take for granted or don’t even consider.

08/07/2023

Are you tempted to hang on to cash during volatile markets? Let your “why” be your guide.

Are you tempted to hang on to cash during volatile markets? Your goals — and your strategy for reaching them — should drive your cash decisions instead.

07/01/2023

After decades of saving and investing to achieve your retirement goals, you want to finally enjoy the fruits of your labor. However, overspending in retirement could put your nest egg in danger of running out prematurely. Here are three tips to help you determine your ideal withdrawal rate.

Define your financial strategy

06/27/2023

Making summer plans? Be sure revisiting your financial strategy is on the list.

Getting there is often the hard part. These milestones can help you on the road to financial stability.

06/22/2023

90% of those 65 and older receive Social Security benefits today. However, the gap between what we receive and the income many of us will need may be wide. Here’s an old rule of thumb that can help determine what amount you need to retire comfortably.

For the answer, you might need to ask a different question

06/18/2023

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.

A summary of last week's market highlights and economic news.

06/16/2023

Moving in with your partner is a big step in a relationship. Before you do, it might be wise to consider a cohabitation agreement. Like a prenup for common-law couples, a cohabitation agreement lists what each of you is entitled to receive and obligated to do if the relationship ends.

Do you need a cohabitation agreement? And if so, what should it include? Before we answer those questions, let's first ask, what is a cohabitation agreement?

06/07/2023

It may feel daunting to review your accounts, identify your options and name the right beneficiaries. We can work with you now to help your choices align with your overall estate strategy.

Where to begin