In the last video, we talked about what a buy-sell agreement is, but how do you actually ensure that agreement can happen in reality? How…
Erica LeeJuly 23, 2019
With the rising interest rates, paying down your mortgage and debts may seem like something that will happen far, far, far in the future. That's…
Erica LeeNovember 30, 2018
Now that you understand the difference between the two types of life insurance - Term and Perm(anent) - the million dollar question is, which type…
Erica LeeOctober 7, 2018
Last week we talked about what term insurance is and how it works. As promised, this week is all about the second type of insurance,…
Erica LeeSeptember 28, 2018
Most people will say that they have life insurance, but they don't actually know or understand the type of insurance they have. Did you know…
Erica LeeSeptember 21, 2018
I'm a strong believer of learning from other people's experiences, successes and mistakes, so I’ve compiled a short list of advice from baby boomers that…
Erica LeeMarch 19, 2018
Do you have a will? What about a power of attorney? If you answered no, why not? Most people's answer to that question is NO,…
Erica LeeMarch 12, 2018
Last week we talked about capital gains taxes, today I want to talk about the payment options available to actually PAY for those taxes. So,…
Erica LeeFebruary 5, 2018
Happy Monday! Over the weekend I had the pleasure of speaking at a First Time Home Buyer event about how insurance and planning tie into…
Erica LeeJanuary 29, 2018