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.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Make the gig economy work for you.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.
During the COVID-19 pandemic, millions of people have learned to do more with less. Whether you’ve had to bounce back from job loss or spent weeks bouncing off the walls in quarantine, the pandemic experience included valuable lessons about saving money — and better using our savings to protect ourselves and our loved ones. As we approach a post-pandemic reality, these lessons can continue to have a positive impact on our lives and finances.
Coverage checkup. Is disability coverage from your employer enough?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
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.
Principles that can help create a portfolio designed to pursue investment goals.
What are your options for investing in emerging markets?
Imagine your ideal post-pandemic retirement with this animated video.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What is your plan for health care during retirement?
$1 million in a diversified portfolio could help finance part of your retirement.