Why You Need Disability Insurance

Jun 8th, 2021 • Lisa W.
Hopefully you have health insurance. If you do, you are forgiven for thinking “job done.” But it’s not. Health insurance will not replace your income if you become disabled and are unable to work.  What are the most common disabilities that people experience that cause them to be unable to work? At least one of … more »
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Why You May Need a Roth Account in Your Retirement Plan

May 25th, 2021 • Lisa W.
If you have a retirement account, either through your employer or on your own as an IRA, it is more likely that you have a traditional type (pre-tax) account rather than a Roth account. This is not surprising as Roth IRAs were only introduced in 1997 and many employers still do not offer a Roth … more »
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PMI Dragging You Down? Here’s How to Get Rid of it Early.

May 18th, 2021 • Lisa W.
If you recently purchased your home with less than a 20% down payment, it is fairly certain that part of your monthly payment includes private mortgage insurance (PMI). Private lenders (i.e. not FHA or VA) add PMI to your monthly payment to protect themselves against the risk that you will be unable to pay and … more »
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