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.

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 […]