Thank you for your interest in having Karen Lee attend your event as a keynote speaker. If you wish to download a digital media kit, please click on the link below to download a pdf file.
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| Wise Women Speak Foundation April 28, 2012 Featuring Karen Lee as Keynote Speaker Watch Video |
Interview with Karen Lee Watch Video |
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Media Appearances: |
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| Headline News Now July 15th, 2014 Watch Video |
CNN Headline News Jan 25th, 2014 Watch Video |
CNN Headline News Jan 4th, 2014 Watch Video |
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| CNN Newsroom October 12, 2013 Watch Video |
HLN Weekend Express June 1, 2013 Watch Video |
CNN Newsroom January 6th, 2013 Watch Video |
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| CNBC Closing Bell September 10th, 2012 Watch Video |
CNN Newsroom May 12, 2012 Watch Video |
CNN Sunday Morning July 15, 2012 Watch Video |
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| CNN Newsroom July 8, 2012 Watch Video |
CNN Newsroom June 9th, 2012 Watch Video |
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March 26, 2020 - Interest Rates Keep Dropping. Here’s What Experts Want You to Do
Read the article here
December 11, 2018 - What to Do With Your Money in 2019 According to Financial Advisors
(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)
Read the article here
August 28, 2018 - 54% of Americans Own a Life Insurance Policy, But One-Third Not Exactly Sure How It Works
(The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.)
Read the article here
July 15, 2018 - Married to Someone Who’s Bad With Money? 11 Tips From Financial Experts.
(The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.)
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November 1, 2017 - Why Your 50s Are a Good Time to Begin Thinking About Long-Term Care
Read the article here
November 1, 2017 - 11 Smart Tips on Retiring Early, from People Who Figured Out How
Read the article here
Investing in mutual funds, index funds or stocks involves risks, including loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
August 25, 2017 - Don't Make These Mistakes: Experts Reveal What Not to Do When Investing Read the article here
August 25, 2017 - Financial Experts Say This is Why Millennials are Blowing It With Money Read the article here
August 15, 2017 - The News of Retail’s Death Has Been Greatly Exaggerated Caregiving Read the article here
October 19, 2016 - 2016 Retail Card Survey: APRs climbing, sign-up deals fading Read the article here
October 12, 2016 - How the Self-Employed Can Have a 401(k) Read the article here
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
August 11, 2016 - 7 Worst Money Fears Women Can Overcome Now and Appear Confident Read the article here
December 19, 2015 - Protecting your Loved Ones: Understanding your Life Insurance Options Read the article here
October 8, 2015 - How Investing Just $50 a Month can Make an Impact on Your Nest Egg. Read the article here
Apr 22, 2015 - A watershed demographic event occurred in the past few years, although without much notice: For the first time in U.S. history, there are more people who are single than married… Read the article here
April 6, 2015 - You know you're supposed to have a good emergency fund for a rainy day. But how do you know what constitutes a true emergency? Read the article here
March 30, 2015 - If you have a history with addiction then you’re most likely going to pay a higher premium for life insurance. Read the article here
Feb 26, 2015 - 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 - 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. Read the article here
Nov 28, 2014 – Out with the old, Financial planners help business owners prepare for 2015 Read the article here
December 1st, 2013 – 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
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Wordsmithed at wordSTUDIO, where great ideas turn into compelling content. www.wordstudio.co |
October 25th, 2013 – 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. Read the article here
June 12th, 2013 – 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. Read the article here
May 1st, 2013 – In this month's Best Self Atlanta Magazine, Karen's 'MyMoney' feature on page 57 discusses tips for optimizing your credit score. Read the article here
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Wordsmithed at wordSTUDIO, where great ideas turn into compelling content. www.wordstudio.co |
March 1st, 2013 – 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. Read the article here
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Wordsmithed at wordSTUDIO, where great ideas turn into compelling content. www.wordstudio.co |
March 1st, 2013 – 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 – 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 29th, 2013 – In a post by Frugal Nation titled "Why Paranoia is Good For You" on MSN Money, Karen is quoted on her belief of "fatal optimism". Read the article here
January 1st, 2013 – 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
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Wordsmithed at wordSTUDIO, where great ideas turn into compelling content. www.wordstudio.co |
December 21st, 2012 – 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. Read the article here
December 7th, 2012 – 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 – 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. Read the article here
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Wordsmithed at wordSTUDIO, where great ideas turn into compelling content. www.wordstudio.co |
November 1st, 2012 – 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. Read the article here
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Wordsmithed at wordSTUDIO, where great ideas turn into compelling content. www.wordstudio.co |
October 1st, 2012 – 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. Read the article here
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Wordsmithed at wordSTUDIO, where great ideas turn into compelling content. www.wordstudio.co |
September 21st, 2012 – In an article about 5 Senior Discounts Worth Turning 50 (or 60) For, Karen Lee suggests the benefits of becoming a retiree. Read the article here
September 13th, 2012 – Karen Lee discusses with Dr. Nancy O'Reilly on "This Weeks Radio Show" for WomenSpeak what financial success is. Listen to the Podcast here
August 13th, 2012 – Interview: Karen Lee, Author of It's Just Money, So Why Does It Cause So Many Problems? Read the article here
May 17th, 2012 – Karen is the keynote speaker for the Buckhead Business Association weekly breakfast. Read the article covering her talk here
April 20th, 2012 – 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
April 16th, 2012 – Karen is interviewed on how the changing emotions around mid-life affect our finances. Read the article here
March 22nd, 2012 – In the April edition of Ladies' Home Journal, Karen Lee answers the question of "My husband and I realize we need wills, but do we need to consult an attorney?" Read the article here
CNN Newsroom March 17th, 2012 - In CNN's weekly Financial Fix segment, Karen discusses how to care for aging parents, Medicaid and long term insurance. Watch the segment here
CNN Newsroom March 10th, 2012 - In CNN's weekly Financial Fix segment, Karen discusses with Fredricka Whitfield the importance of having a will. Watch the segment here
Fox Business March 7th, 2012 - In a Fox Business article on whether to combine finances with a spouse or keep them separate, Karen is quoted. Read the article here
CNN Newsroom February 4th, 2012 - 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
CNN Newsroom January 28th, 2012 - 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
CNN Newsroom January 14, 2012 - 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
Roswell Patch January 12, 2012 - Karen is interviewed in her local community online newspaper. Read the article here
CNN Newsroom January 7th, 2012 - Karen talks with Fredricka Whitfield about tips on creating your financial plan. Watch the segment here
CNN Newsroom January 1st , 2012 - Karen talks with Fredricka Whitfield about how to keep your financial New Year's Resolutions on track. Watch the segment here
CNN Newsroom December 3rd, 2011 - 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
CNN Newsroom November 29th, 2011 – "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:
CNN Newsroom November 12th, 2011 - Karen talks with Fredricka Whitfield about tips for holiday shopping and Black Friday bargains. Watch the segment here
CNN Newsroom October 1st, 2011 - Karen talks with Fredricka Whitfield about tips for preparing your budget for the upcoming holiday season. Watch the segment here
CNN Newsroom September 17th, 2011 - Karen talks with Fredricka Whitfield about how to handle adult children moving back home. Watch the segment here
September 6th, 2011 - 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.
CNN Newsroom July 23, 2011 - Karen talks with Fredricka Whitfield about how to save some money at work. Watch the video.
June 12, 2011 - Therese J. Borchard, of PsychCentral.com, discusses six tips she found in Karen Lee's new book, It's Just Money, So Why Does It Cause So Many Problems?, on how to transform your money life. Read the full article here.
CNN Newsroom, June 4th 2011 - Karen Lee talks with Richelle Carey about gifting money to family. Watch the video.
Karen Lee is live in the Morning Blend Studio to offer insights from her new book, It's Just Money, So Why Does It Cause So Many Problems? Watch it here.
CNN Newsroom May 21, 2011- Karen talks with Fredricka Whitfield about creating financially successful graduates. Watch the video.
Karen Lee contributed to this article written by Sheryl Nance-Nash. What are 10 thoughts that will get you into long term financial trouble here? Find out by clicking here.
CNN Newsroom April 26, 2011(pm segment)- Karen talks with Fredricka Whitfield about what to do if you're underwater on your mortgage. Watch the video.
CNN Newsroom April 26, 2011 (am segment) - Karen talks with T.J. Holmes about how to become a millionaire in three easy steps. Watch the video.
CNN Newsroom February 26, 2011 - Karen talks with Randi Kaye about the pitfalls "boomers" face with their 401Ks. Watch the video.
CNN Newsroom, January 1, 2011, Karen Lee CNN Interview with Joe Johns. Karen talks about "Financial Fitness for 2011". Watch the video.
CNN Saturday Morning, December 18, 2010 Karen Lee CNN Interview with T.J. Holmes. Karen talks about a "Year End Checklist for a Family Budget". Watch the video.
Reuters, Nov 23, 2010 Karen Lee was interviewed in this article for Reuters. Karen discusses how the Thanksgiving weekend can be a useful time to clear up old issues and chart a path to a secure financial future.Read more here.
CNN, Newsroom, Nov. 6, 2010 Financial planner Karen Lee discusses some ways you can be more prepared for tax season. Watch the video.
Forbes.com, September 2010
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. Read the article.
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
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.
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.
Karen Lee on CNN discussing "Big Changes in Student Loans".
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.
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.
In my business, I have the opportunity to interact with hundreds of advisors every year. Karen Lee is one of those advisors who truly understand that financial planning is not all about the x's and o's. Her focus on money relationship management is the next level of financial planning. I am truly looking forward to what Karen has to offer next!
G.C. Lewis, SunAmerica Retirement Markets
Karen is frequent guest on CNN Newsroom and her articles have appeared in both industry and consumer publications, including Kiplinger's, Forbes, CNBC, MSNBC, Huffington Post, Parenting Magazine and Ladies Home Journal.
