William Lee (@william83009895) 's Twitter Profile
William Lee

@william83009895

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linkhttp://williamlee.nm.com/ calendar_today30-07-2019 15:37:24

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Don't let retirement risks catch you off guard! Let's explore common pitfalls—and create a solid plan, so you're better prepared. spr.ly/6017Cdqs7

William Lee (@william83009895) 's Twitter Profile Photo

Here we are—another new year. And the right time to make a fresh start is right now. So how will you fill your year with memorable moments? #HappyNewYear

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Divorce is a major life transition. I can help you navigate the financial challenges to help secure your future. spr.ly/6011Cdqqb

William Lee (@william83009895) 's Twitter Profile Photo

Looking for someone to point you in the right direction? I can help you start the new year strong with a plan. The right time is right now.

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See when you’ll hit full retirement age. Please reach out if you’d like to build a plan that shows you the best time to claim Social Security based on your goals. spr.ly/6010CcUr6

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From tariffs to a record-long government shutdown to a softening labor market, investors were met with no shortage of obstacles in Q4. Nevertheless, U.S. and global equities pushed higher in the fourth quarter to end 2025 on a strong note. spr.ly/6013CShAd

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Stocks rallied in the first week of 2026. Nonetheless, a bifurcated and narrow economy, coupled with a softening labor market, poses risks on the horizon. spr.ly/6011Cac5t

Stocks rallied in the first week of 2026. Nonetheless, a bifurcated and narrow economy, coupled with a softening labor market, poses risks on the horizon. spr.ly/6011Cac5t
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I can help you adjust your financial goals for 2026 so they’re realistic and helpful. Let’s make 2026 the year you finally meet every one of them.

William Lee (@william83009895) 's Twitter Profile Photo

Estate planning isn’t just for the wealthy, it’s for anyone who wants to control the future of their money. From wills to medical directives, here’s your guide to building a plan that protects what matters most.

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Planning is the first step toward reaching your financial goals. Here’s how creating a road map can help you get further. spr.ly/6012Cv1sA

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Honoring Martin Luther King Jr. and his lasting legacy of service, leadership, and dedication towards making this world a better place. #MLKDay