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CNN, Newsroom, Aug 21, 2010 Karen Lee was a recent guest on CNN's Newsroom. Karen talks about the age old question "Can Money Buy Happiness." Watch the video.
The Money Answers Show With Jordan Goodman
Put Your Money Where Your Heart is Guest: Karen J. Lee – 8/09/10
Karen Lee was interviewed by Jordan Goodman on his internet radio show, “The Money Answers Show.” They discuss the myriad of issues surrounding financial problems that can inhibit people’s probability of achieving financial independence. Listen Here
MSN Money “Scare off the financial boogeyman”
In Scare Off the Financial Boogeyman, journalist Donna Freedman teaches how to talk back to the irrational but persuasive voice in your head that can sabotage your financial future. Karen Lee contributed to the article and discusses how underlying issues about money can impede even the best financial plan. Read more
Advisorpod.com: “Client Relationship Mistakes to Avoid”
Tune in to hear the Masters Series team along with Karen Lee, our guest speaker from Karen Lee & Associates, as they give tips to help advisors be more successful in their client relationships. Hear Karen’s advice on what to avoid when meeting with clients and what makes a good prospect. Listen here
thesilverpurse.com, July 2010
Karen Lee’s article "Disability Insurance Saved Her Family" appeared on this Website geared for women who seek a balanced and educational relationship with money. This is also an excerpt from her upcoming book "Its Only Money...So Why Does It Cause So Many Problems." To read more please click here.
CNN, Newsroom, July 17, 2010
Karen Lee was a recent guest on CNN's Newsroom. Watch the video.
CNN, Your Money, June 19, 2010
Karen Lee appears with Fredricka Whitfield and answers viewers’ money questions. Watch Part 1: Managing Your Money, Watch Part 2: Your $$ Questions Answered.
AICPA, Wealth Management Insider, June 17, 2010
In her article Growing Your Business by Partnering with Investment Advisors, Karen Lee offers suggestions for how CPAs can add value to their relationships with their clients by identifying financial planning needs that aren’t being addressed and referring them to a financial advisor in the CPA’s professional network. Read the article.
The Faster Times, June 3, 2010
In How to Waste Your Money , journalist Sheryl Nance-Nash , examines various ways consumers waste their hard earned money. Nance-Nash quotes Karen Lee when she comments on how convenience fees and little day to day purchases can add up over time. Read more.
CNBC.com, May 24, 2010
In Take A Two-Track Approach To Investing , journalist Jennifer Woods, examines the differences between qualified and non-qualified accounts. Woods quotes Karen Lee when she comments on risk tolerance, taxes and the importance of rebalancing your portfolio. Read more.
CNN, Newsroom, May 22, 2010
Karen Lee was a recent guest on CNN's Newsroom. Karen talks about Money Advice for Grads. Watch the video.
The Wealth Channel, Spring 2010
Karen Lee co-authored an article for this Website for financial advisors sponsored by the American College. In Should This Couple Take Advantage of a Roth IRA Conversion,” Karen address a hypothetical situation posed by the American College faculty. Read more.
Karen Lee on CNN discussing "Big Changes in Student Loans".
Watch the Video
Kiplinger's, April 2010
Karen Lee was quoted in Laura Cohn's article "Battle Royal: Credit vs. Debit," in which she looks at the merits of charging to credit cards or paying cash by using debit cards. Karen's perspective: "if you are a person who doesn't overspend, or you have so much money coming in that it doesn't matter, then the credit card's the winner." Read the article.
AICPA Wealth Management Insider, March 18, 2010
In Overspending Not Limited To the Middle Class, Karen Lee talks about how high-net-worth clients are just as prone to over-spending and under-saving as anyone else. She advises CPAs how to work with clients in this situation. Read the article.
CNN, Your Money, March 6, 2010
Karen Lee talks with Fredricka Whitfield about how to approach retirement. Watch the video.
CNN, Your Money, February 20, 2010
Karen Lee again appeared on CNN's Your Money show. Host Fredricka Whitfield and Karen talked about tips for understanding your relationship with money. Watch the video.
Parenting magazine, March, 2010
Karen Lee was one of three financial advisors who worked with a struggling family to help them get their finances back on track. Read the article about the project and the blog spanning the period from October 2009 to March 2010.
thesilverpurse.com, February 2010
Karen Lee’s article Live Beneath Your Means and Build More Prosperity appeared on this Website geared for women who seek a balanced and educationed relationship with money. Read the article.
CNN, Your Money, November 25, 2009
Karen Lee was a recent guest on CNN's Your Money show. Host Ali Velshi and Karen talked about the real estate market and Karen offered insights on refinances, purchasing in a down market and other related topics. Watch the video.
AICPA Wealth Management Insider, December 17, 2009
In That Difficult Conversation, Karen Lee advises readers about how to talk with clients about planning for the ultimate life transition. While such conversations can be difficult, clients - and their families - will be deeply appreciative. Read the article.
Financial Planning Magazine, December 1, 2009
Writer Donna Mitchell discusses a new platform offered by NY Life that integrates insurance into financial planning management in NY Life Woos RIAs. She quotes Karen Lee who comments that many advisors are so focused on accumulating assets that they have neglected the insurance component of portfolios. "I think it will help pull all the parts together," Lee says. "The consumer does want one person, one trusted advisor, to handle as much as possible." Read the article.
Registered Rep – The Next Move, November 24, 2009
In Taking a Part-Time Track, journalist Cheryl Winokur Munk, interviewed several financial advisors, including Karen Lee, about taking their practice part-time while maintaining a high level of client service. Karen talked about the efficiencies that resulted in working from home and recommended hiring a full-time support person to handle many of the daily requests. Read the article.
Modern Sage, September 4, 2009
Karen Lee’s article, Shifting Your Money Mindset, appeared in this magazine for consumers. In the article, Lee offered three suggestions that are easy to implement and will result not only in more efficient money management, but a shift in your mindset about money and spending. Read more.
National Underwriter, September 7, 2009
Writer Linda Koco discussed challenges in current life insurance sales in her article, Life Sales In A Down Economy. According to Karen Lee, advisors should be positioning life insurance as a necessity, and not as a luxury that should be cut out of an investment plan. Karen says, unfortunately, that, “The people who can’t afford life insurance are the very ones who need it the most.” Read the article.
AICPA Wealth Management Insider, September 17, 2009
In Money Baggage — Yours, Mine and Ours, Karen Lee examined the impact that a client’s relationship with money has on their overall financial health and gives advisors tools to go beyond facts and numbers to help their clients reach their retirement goals.
Read the article.
The Wealth Channel, September 2009
In this interview, Dealing with Client’s Money Baggage, the first in a three-part series from The Wealth Channel with Adam Batchelor, Karen Lee discussed how to conduct in-depth client meetings to better understand your client’s relationship with money so that you can help them to plan for their financial future. Watch the video.
The Wealth Channel, September 2009
Karen Lee explored how family upbringing impacts our financial background, from her experience with clients raised during the Depression, to Baby Boomers to the current generation in What Affects Our Attitudes Toward Money. This is the second interview of a three-part series with Adam Batchelor from The Wealth Channel. Watch the video.
The Wealth Channel, September 2009
In Karen Lee’s interview, Effective Client Counseling, with Adam Batchelor of The Wealth Channel, the final in a three-part series, Karen talked about utilizing the information you receive from clients to help them reach their goals in the current down economy. Lee also discussed her new book, It’s Just Money, so Why Does it Cause so Many Problems?
Financial Planning, July 2009
Karen Lee’s article, A Fine Line, appeared in this highly regarded publication for financial advisors. Karen discusses how important it is for advisors to understand their clients’ behavior around money issues and how to ask the right questions. Read the article.
Yahoo.com, June 16, 2009
Karen Lee’s advice for consumers on how to get unstuck financially appeared on Yahoo Finance.
Atlanta Business Chronicle, June 6, 2009
Advisor Karen Lee Offers Important Advice for Consumers: Simple Steps Can Help People Get “Unstuck” Financially.
Investors Alley, May 27, 2009
Karen Lee’s article, Strategies to Inflation-Proof Your Portfolio, was featured on this Web site for investors. Read the article.
Podcast - June 25, 2009
Karen Lee introduces herself and talks about the challenges of living within your means and offers some suggestions. Listen now.
News Release - Karen Lee Speaks at FPA Business Solutions Conference: Nationally-Known Financial Advisor Talks to Colleagues About Client Issues Surrounding Money, April 27 2010. Read Article.
News Release - Local Financial Advisor Speaks to Peers at National Conference: Karen Lee Explores How Best to Learn About Clients’ Needs, June 23, 2009. Read Article.
News Release - Financial Advisor Karen Lee Offers Important Advice for Consumers: Simple Steps Can Help People Get “Unstuck” Financially, May 19, 2009. Read Article.
Success Profile, 2007: Karen Lee is featured in a profile published in a newsletter for her financial advisor colleagues at Securities America, Inc. Read Article.
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