Tina Wells Lee & Associates

09/03/2026

How much do couples need to retire comfortably? According to a recent Investopedia analysis, the answer can vary significantly depending on where you live, with housing costs playing a major role.

While retirement savings benchmarks can be helpful, the most important number is the one that aligns with your unique goals, lifestyle, and retirement income plan.

📖 Read the full article here

The person you retire with matters. But from a financial standpoint, where you retire may matter even more.

09/02/2026

Willow Wednesday is a little different this week... it's now Willow & Friends!

Our star employee has taken on a new trainee, and we're proud to introduce Pretzel, the newest addition to the TWLA family!

Pretzel was found near the office and is just 4 weeks old. She loves being bottle-fed, exploring the office, and following Willow wherever she goes.

We'd love for you to schedule a visit, meet Pretzel, and give Willow some well-deserved praise for her outstanding training efforts!

09/01/2026

Retirement isn't just about saving. It's about creating a plan for how you'll use your savings throughout retirement.

One approach we often discuss is the Bucket Strategy, which organizes retirement assets into short-term, intermediate, and long-term "buckets" based on when the money may be needed. This strategy can help provide flexibility, support income needs, and keep long-term goals in focus.

In our latest blog, we break down how the three-bucket approach works and the steps involved in building a retirement income strategy designed around your unique goals.

Read the blog to learn more: https://www.tinawellslee.net/blogs

08/27/2026

When it comes to Social Security, there is no one-size-fits-all answer. The best time to claim benefits depends on factors such as your retirement goals, health, family situation, income needs, and overall financial plan.

For many retirees, Social Security is an important part of their retirement income strategy. That's why it's helpful to understand your options and how your claiming decision may impact both you and your loved ones over the long term.

At Tina Wells Lee & Associates, we help clients evaluate the bigger picture so they can make informed decisions with confidence.

Read the article to learn more about what to consider when deciding when to claim Social Security benefits.

Choosing when to file for Social Security isn't about hitting age 62, 67, or 70—it's personal. Here's how to find the best filing age for you and your spouse.

08/26/2026

This Women's Equality Day, we celebrate the progress, resilience, and achievements of women while recognizing the importance of financial empowerment.

At Tina Wells Lee & Associates, we're passionate about helping women navigate their unique financial journeys with personalized guidance and planning. Whether you're saving for the future, preparing for retirement, or building a legacy, we're here to help you move forward with confidence.

Learn more about our approach to financial advising for women: https://www.tinawellslee.net/financial-advising-for-women 💜

08/24/2026

With Women's Equality Day approaching, now is the perfect time to focus on your financial future. 💜

Look at these 7 financial moves every woman should consider to help build confidence, create opportunities, and work toward long-term financial security. From saving and investing to planning for retirement, small steps today can make a meaningful impact tomorrow.

At Tina Wells Lee & Associates, we're proud to help women navigate their unique financial journeys with personalized guidance and support.

Learn more about our approach to financial advising for women: https://www.tinawellslee.net/financial-advising-for-women

08/20/2026

Only a small percentage of workers maximize their 401(k) or 403(b) contributions each year, but saving consistently for retirement can make a meaningful difference over time.

Whether you're early in your career or approaching retirement, increasing contributions when possible, taking advantage of employer matches, and maintaining a long-term perspective can help strengthen your retirement strategy.

For educators and other retirement savers, even small increases today can have a lasting impact tomorrow.

Read the article for practical tips on making the most of your retirement savings.

Only 14% of participants max out their defined contribution retirement plans (such as 401(k)s), a Vanguard study shows.

08/19/2026

🚨 We interrupt your scrolling to bring you this picture of Willow, our favorite four-legged coworker and official office greeter. 🐾💛

08/17/2026

For many educators, retirement planning involves more than just saving. It's about understanding how your pension, 403(b), and Social Security benefits fit together to support your future goals.

A coordinated strategy can help bring clarity to complex decisions and create a more complete picture of your retirement readiness.

That's where thoughtful planning can make all the difference.
https://www.tinawellslee.net/contact

08/14/2026

Happy Financial Awareness Day!

Taking control of your financial future doesn't have to happen all at once. Small, intentional steps can lead to meaningful progress over time.

Whether you're:
✔ Saving for retirement
✔ Reviewing your 401(k), 403(b), or 457(b)
✔ Creating an estate plan
✔ Working toward a personal financial milestone

Every step counts.

At Tina Wells Lee & Associates, we're here to help make financial planning simple, understandable, and tailored to your goals.

What financial goal are you working toward this year? Share it with us in the comments or reach out today!

🔗 https://www.tinawellslee.net/contact