Media Room
Requirements for Naming a Beneficiary for Life Insurance
February 10, 2013
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What Does Maternity Insurance Cover?
February 9, 2013
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What Do They Ask on a Life Insurance Physical?
February 8, 2013
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How to Buy a Term Life Insurance Policy
February 7, 2013
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How Does Medical insurance Work?
February 6, 2013
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How to Request Testing for Life Insurance
February 5, 2013
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How to Report the Interest on Life Insurance to the IRS
February 4, 2013
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How to Appeal an Insurance Claim Denial
February 3, 2013
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Definition of Guaranteed Renewable Life Insurance
February 2, 2013
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What Information is Needed for a Life insurance Claim?
February 1, 2013
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How to Get Derogatory Items Deleted With the IRS
January 20, 2013
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How to Save Money on a Life Insurance Policy
January 19, 2013
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Activities to Help Teach Money to Children
January 19, 2013
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Do I Have to Report Capital Gains Distribution if the Money Was Reinvested?
January 17, 2013
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What Does Notice of Commencement Mean in a Bankruptcy Case?
January 16, 2013
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How Much of My Gross Salary Should I Pay for a House?
January 15, 2013
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How to Help Children Keep a Journal on Money
January 14, 2013
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Explanation of Government Insurance for Money Market Funds
January 13, 2013
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What Percentage Should you Have Withheld So You Won't Owe the IRS Anything?
January 12, 2013
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How to Save Money on Eating Out by Bringing Your Lunch to Work
January 10, 2013
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How to Take Money Out of Your Life Insurance Policy
January 9, 2013
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Risk of an IRA With an Insurance Company
December 27, 2012
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Income Tax on Life Insurance Benefits & Annuities
December 26, 2012
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What Are the Different Investment Avenues Available for Citizens?
December 25, 2012
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How to Transfer an Annuity From One Insurance Company to Another?
December 24, 2012
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Do Traditional IRA Disbursements Affect Social Security Payments?
December 23, 2012
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How to Use Life Insurance for Retirement
December 22, 2012
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What is a Life Insurance Annuity?
December 21, 2012
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Retiree Life Insurance Information
December 20, 2012
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Types of Insurance That Are Worthwhile Investments
December 19, 2012
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Advice & Tips on Insurance Annuities
December 18, 2012
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What Percentage of My Salary Can Be Contributed to My TSP Account?
November 24, 2012
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Refinancing Inherited Homes
November 10, 2012
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How to Cash Out Insurance Policies
November 9, 2012
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What Constitutes a Long-Term Bond?
November 8, 2012
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Introduction to the Life Insurance Industry
November 5, 2012
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Definition of Insurance Proceeds
October 31, 2012
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How to Find Out if the Deceased Had Employee Life Insurance Benefits
October 29, 2012
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How to Investigate a Life Insurance Company
October 24, 2012
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How to Buy Other People's Life Insurance Policies
October 22, 2012
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How Long Should I Keep Insurance Papers?
October 21, 2012
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Featured Articles
March 2, 2022 - Sound Dollar
What is a Roth IRA?
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March 26, 2020 - The Penny Hoarder
Interest Rates Keep Dropping. Here’s What Experts Want You to Do
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February 7, 2019 - LendingTree
How a Secured Credit Card Can Help You Build Credit
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December 11, 2018 - Lifehacker
What to Do With Your Money in 2019 According to Financial Advisors*
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October 11, 2018 - Credit Donkey
Best Short Term Investment Options
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September 19, 2018 - U.S. News
11 Tips for Retirement Investing
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August 28, 2018 - Lend Edu
54% of Americans Own a Life Insurance Policy, But One-Third Not Exactly Sure How It Works
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July 15, 2018 - The Penny Hoarder
Married to Someone Who’s Bad With Money? 11 Tips From Financial Experts
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March 28, 2018 - Lifehacker
Should You Tell Your Parents How Much Money You Make?
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March 26, 2018 - HeyMama
5 Things More Families Need In Their Financial Safety Net
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January 17, 2018 - USA Today
Let go of these items to hang on to more cash
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November 1, 2017 - U.S. News
Why Your 50s Are a Good Time to Begin Thinking About Long-Term Care
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September 06, 2017 - Financial Educator's Counsel
Pay Down Debt or Invest? The Answer is Complex
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August 25, 2017 - The Penny Hoarder
Don't Make These Mistakes: Experts Reveal What Not to Do When Investing
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August 25, 2017 - The Penny Hoarder
Financial Experts Say This is Why Millennials are Blowing It With Money
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August 15, 2017 - Beckerman
The News of Retail’s Death Has Been Greatly Exaggerated Caregiving
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August 8, 2017 - Advisor News
When a Client is Intent on Getting That D-I-V-O-R-C-E
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July 24, 2017 - Think Advisor
Preparing Clients for Family Caregiving
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May 18, 2017 - Chase
Should you pay for college with a credit card
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October 19, 2016 - Yahoo Finance
2016 Retail Card Survey: APRs climbing, sign-up deals fading
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October 12, 2016 - U.S. News
How the Self-Employed Can Have a 401(k)**
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June, 2016 - CreditCards.com
Poll: 4 in 10 co-signers lose money
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February 16, 2016 - Insurance Quotes
Life Insurance After Breast Cancer
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February, 2016 - CreditCards.com
Survey: 5 in 6 Americans admit to impulse buys
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January 21, 2016 - CreditCards.com
4 tips to minimize impulse buying
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**This information is not intended to be a substitute for specific individualized tax advice.
We suggest that you discuss your specific tax issues with a qualified tax advisor. Investing in mutual funds involves risk, including possible loss of principal. An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors. The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be tax free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59.5 or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Future tax laws can change at any time and may impact the benefits of Roth IRAs. Their tax treatment may change. None of the third party individuals or entities are affiliated with LPL Financial or Karen Lee and Associates
December 19, 2015 - MoneyGeek
Protecting your Loved Ones: Understanding your Life Insurance Options
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October 8, 2015 - Forbes Personal Finance
How Investing Just $50 a Month can Make an Impact on Your Nest Egg
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October 8, 2015 - NetQuote
7 essential life insurance questions to ask before you buy
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September 6, 2015 - Business Insider
Financial planners share the dumbest things they've seen clients do with their money
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June 5, 2015 - Car Insurance Quotes
When Leslie Handler's 20-year-old Subaru finally broke down for good, she and her husband decided to experiment with being a one-car family to see how much money they could save
Read the article here
Feb 26, 2015 - Forbes
The Profession Where Women Make 61% Of What Men Make – Personal financial advisors —an occupation in which women earn a paltry … once I started my family,” says Karen Lee, a financial planner in Atlanta
Read the article here
Dec 03, 2014 - Karen Lee Talks Money
Setting Realistic Goals for 21st Century Retirement – Given rising healthcare costs, longer lifespans and the growing need for family assistance among both millennial children and elderly parents, retirement is only becoming more costly
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Nov 28, 2014 – BizJournals
Out with the old, Financial planners help business owners prepare for 2015
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December 1st, 2013 – Best Self Atlanta Magazine
In this month’s Best Self Atlanta Magazine, “Best of 2013” Issue, Karen Lee is featured on pages 27-35, in an article titled “Planning the Next 50 Years”, where she sheds light on what you can do now to save for a happy and healthy future.
Read the article here
October 25th, 2013 – Veterans United
In an article titled “Is it Time to Rethink the Conventional Wisdom on Emergency Funds”, Karen shares insight on the importance of always maintaining emergency funds.
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June 12th, 2013 – Reuters
In an article titled "YOUR PRACTICE- A $30 trillion missed opportunity?", Karen shares insight on the importance of learning to gear your practice towards the next generation, your clients children.
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May 1st, 2013 – Best Self Atlanta Magazine
In this month's Best Self Atlanta Magazine, Karen's 'MyMoney' feature on page 57 discusses tips for optimizing your credit score.
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March 1st, 2013 – Best Self Atlanta Magazine
In this month's Best Self Atlanta Magazine, Karen's 'MyMoney' feature on page 56 discusses knowing what documents to keep or toss in today's "digital marketplace" when it comes to Spring financial cleaning.
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March 1st, 2013 – Redbook Magazine
In an article titled "The 20 Best Things You Can Do For Your Relationship" in Redbook Magazine, Karen is quoted on slide 12 about the importance of being honest and vocal with your partner about your finances.
Read the article here
February 5th, 2013 – Fiduciary News
In an article titled "7 Simple Saving Secrets Every 401k Investor Should Know", Karen is quoted about the importance of "paying yourself first".
Read the article here
January 1st, 2013 – Best Self Atlanta Magazine
In this month's Best Self Atlanta Magazine, Karen's 'MyMoney' feature on page 59 discusses a New Year's resolution worth keeping by balancing family and finances.
Read the article here
December 21st, 2012 – Forbes
In an article titled "Now Is a Great Time to Get Your Business in Shape", Karen provides tips for running your business more effectively in times of uncertainty and preparing for whatever comes down the pike this year.
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December 7th, 2012 – Reuters
In an article about "Clients aiming for Medicaid: risky but popular", among other financial advisors, Karen speaks out in response to getting a counterintuitive request from clients worried about their long-term care needs.
Read the article here
December 1st, 2012 – Best Self Atlanta Magazine
In this month's Best Self Atlanta Magazine, Karen shares a couple of simple, but key insights to obtaining financial security and happiness on page 28 of the Annual "Best of" issue.
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November 1st, 2012 – Best Self Atlanta Magazine
In this month's Best Self Atlanta Magazine "Giving Issue", Karen Lee's 'MyMoney' feature on page 55 discusses how the holidays can open the door to discussing finances with your family.
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October 1st, 2012 – Best Self Atlanta Magazine
In this month's Best Self Atlanta Magazine "The Pink Issue", Karen Lee's 'MyMoney' feature on page 61 discusses how the change of seasons can bring a fresh eye for finances.
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September 21st, 2012 – SmartMoney
In an article about 5 Senior Discounts Worth Turning 50 (or 60) For, Karen Lee suggests the benefits of becoming a retiree.
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May 17th, 2012 – Buckhead Business Association
Karen is the keynote speaker for the Buckhead Business Association weekly breakfast.
Read the article covering her talk here
April 20th, 2012 – Focus on the Family
In an article on family and finances, Karen suggest writing a "money autobiography" as a way to fully understand where your spouse comes from in relationship to money.
Read the article here
March 17th, 2012 - CNN Newsroom
In CNN's weekly Financial Fix segment, Karen discusses how to care for aging parents, Medicaid and long term insurance.
Watch the segment here
March 10th, 2012 - CNN Newsroom
In CNN's weekly Financial Fix segment, Karen discusses with Fredricka Whitfield the importance of having a will.
Watch the segment here
March 7th, 2012 - FOX Business
In a Fox Business article on whether to combine finances with a spouse or keep them separate, Karen is quoted.
Read the article here
February 4th, 2012 - CNN Newsroom
In CNN's weekly Financial Fix segment, Karen discusses the variations in financial services and what type of professional could be right for you.
Watch the segment here
January 28th, 2012 - CNN Newsroom
In CNN's weekly Financial Fix segment, Karen discusses some ideas on how to relieve / reduce the stress in our life caused by money.
Watch the segment here
January 14, 2012 - CNN Newsroom
In the weekly financial fix segment with Fredricka Whitfield, Karen discusses some of the basic principles of investing: Asset Allocation and Rebalancing.
Watch the segment here
January 7th, 2012 - CNN Newsroom
Karen talks with Fredricka Whitfield about tips on creating your financial plan.
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January 1st , 2012 - CNN Newsroom
Karen talks with Fredricka Whitfield about how to keep your financial New Year's Resolutions on track.
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December 3rd, 2011 - CNN Newsroom
Karen talks with Fredricka Whitfield about how retailers tie in purchases to charitable gifts and what this ultimately means to the consumer.
Watch the segment here
November 29th, 2011 – CNN Newsroom
"Many American Families Running On Financial Fumes." Karen Lee contributed to this article and video segment by George Howell and Kyle Almond at CNN. The story highlights how poverty levels have reached their highest levels since 1993 and how families are having to make difficult decisions daily between bills and basic necessities.
Read the article and watch the video here
November 12th, 2011 - CNN Newsroom
Karen talks with Fredricka Whitfield about tips for holiday shopping and Black Friday bargains.
Watch the segment here
October 1st, 2011 - CNN Newsroom
Karen talks with Fredricka Whitfield about tips for preparing your budget for the upcoming holiday season.
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September 17th, 2011 - CNN Newsroom
Karen talks with Fredricka Whitfield about how to handle adult children moving back home.
Watch the segment here
September 6th, 2011 - Financial Planning Magazine
In the article Author! Author!, Ben Mattlin of Financial Planning Magazine writes about the benefits a book can bring to your resume as well as the potential challenges one may encounter. Karen Lee contributed to this article by discussing her first- hand experience.
Read the article in its entirety here
July 23, 2011 - CNN Newsroom
Karen talks with Fredricka Whitfield about how to save some money at work.
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June 4th 2011 - CNN Newsroom
Karen Lee talks with Richelle Carey about gifting money to family.
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May 21, 2011- CNN Newsroom
Karen talks with Fredricka Whitfield about creating financially successful graduates.
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April 26, 2011 - CNN Newsroom
Karen talks with Fredricka Whitfield about what to do if you're underwater on your mortgage.
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April 26, 2011 - CNN Newsroom
Karen talks with T.J. Holmes about how to become a millionaire in three easy steps.
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February 26, 2011 - CNN Newsroom
Karen talks with Randi Kaye about the pitfalls "boomers" face with their 401Ks.
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January 1, 2011 - CNN Newsroom
Karen Lee CNN Interview with Joe Johns. Karen talks about "Financial Fitness for 2011".
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December 18, 2010 - CNN Saturday Morning
Karen Lee CNN Interview with T.J. Holmes. Karen talks about a "Year End Checklist for a Family Budget".
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Nov. 6, 2010 - CNN, Newsroom
Financial planner Karen Lee discusses some ways you can be more prepared for tax season.
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September 2010 - Forbes
Karen Lee was quoted in Emma Johnson's article "Top 10 Money Fears And What To Do About Them," in which Johnson ranks the top 10 money fears experienced by women and the solutions to overcome them.
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Aug 21, 2010 - CNN Newsroom
Karen Lee was a recent guest on CNN's Newsroom. Karen talks about the age old question "Can Money Buy Happiness."
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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.
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July 17, 2010 - CNN Newsroom
Karen Lee was a recent guest on CNN's Newsroom.
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May 24, 2010 - CNBC
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.
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May 22, 2010 - CNN Newsroom
Karen Lee was a recent guest on CNN's Newsroom. Karen talks about Money Advice for Grads.
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November 25, 2009 - CNN, Your Money
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.
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September 2009 - The Wealth Channel
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.
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September 2009 - The Wealth Channel
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.
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June 25, 2009 - Podcast
Karen Lee introduces herself and talks about the challenges of living within your means and offers some suggestions.
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*(The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All investing involves risk including loss of principal. No strategy assures success or protects against loss. Karen Lee and Associates and LPL Financial do not provide tax advice or services)