Understanding Today’s Financial Environment
Chun Lee is an experienced professional with over two decades in the financial services industry. He is a CERTIFIED FINANCIAL PLANNERTM. Chun Lee serves the Greater Seattle area including Seattle, Edmonds, Lynnwood and Everett. Services offered include all areas of financial planning, including wealth management, retirement planning, college planning, tax-advantage investing and estate planning.
Chun is a graduate of University of Washington. He is active in the community including volunteering at church and boy scouts activities. He is also a board member of the Seattle Lighthouse for the Blind Foundation. He enjoys running, skiing and has participated in serveral marathons. Married to Peggy Lee and they are parents to 2 boys.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Here’s a guide to explain all the parts of Medicare.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Tips on insuring your teen driver.
Being healthy not only makes you feel good, it may also help you financially.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When do you need a will? The answer is easy: Right Now.
$1 million in a diversified portfolio could help finance part of your retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Even low inflation rates can pose a threat to investment returns.