Money Talks – Family Financial Conversations
How to Use Holiday Gatherings to Start Family Financial Conversations Key Takeaways Year-end holidays may be a good time to initiate a discussion about financial matters that may impact your […]
Quarterly Comments November 2025
The Federal Reserve delivered the quarter point rate cut the markets had been expecting in their last meeting. But, with not data available for October we now have to ask “What is a ‘data dependent’ Fed likely to do?
Quarterly Comments May 13, 2025
Enjoy the Tariff Respite While It Lasts As of now, the temperature in the economic “room” seems to have lowered. The de-escalation of the tariff war with China suggests we […]
Navigating Healthcare Costs in Retirement
Life After Employer-Sponsored Health Insurance As you approach retirement, a critical aspect of your retirement strategy can catch even the most financially savvy individuals off guard: healthcare costs. For decades, you […]
Kick-start Your Child’s Financial Journey
Summer break is here, and many young people will be working at a summer job or internship. Earning a paycheck is exciting and a great time to build new and healthy habits around saving and investing.
Give Your Children the Gift of Financial Literacy
Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and […]
Top 10 Questions Commonly Asked About Social Security
Social Security is designed to offer stability, supplemental income, and other valuable benefits that can play a role in financial strategy.
Digital Tools for Erickson Clients
Access information for digital platforms available to Erickson clients which allow for sharing documents, checking account values, linking accounts and more…
In the Media
In a recent article by Tiffany Lam Balfour in NerdWallet, Linda P. Erickson, CFP® offers some insight into how careful planning and “intentional actions can help reduce roadblocks to financial […]