Jim Lee Financial

It's been said that people spend more time planning a two-week vacation than they do planning the 20–30 years after their last paycheck.

No judgment. It's a big thing to think about, and it's easy to push it down the road.

But "I'll figure it out when I get there" tends to show up in my office eventually — usually a little later than it should.

If you're within a few years of retiring and haven't mapped out your income plan yet, that's a great reason for a first conversation. jimleefinancial.com

Jim Lee | Licensed insurance professional | CA ins #0710939 | Encinitas, CA

To the moms who drove the carpools, managed the schedules, stretched the budget, and somehow made it all look easy — today is yours.

And retirement should be, too.

After years of making sure everyone else was taken care of, a good retirement income strategy is the thing that helps ensure the next chapter is built around you — your goals, your timeline, your version of what comes next.

Happy Mother's Day to every mom in this community. You've earned a lot more than brunch.

Jim Lee | Licensed insurance professional | CA ins #0710939 | Encinitas, CA