https://youtu.be/Aa1ftByFgog "Estate Planning" -- lots of people have heard the term, but not many know what it actually is! Estate planning consists of things you…
Erica LeeSeptember 5, 2019
Do you own a business? Do you have business partners? What will happen to your business if one or more partners can't work due to…
Erica LeeJuly 11, 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