Your Financial Plan Informs Your Investment Management
We say Plan Now, Live Now for a reason. We believe your financial plan should inform your investment management, not the other way around. And, if you are planning today, you are actively living in the moment with intention.
Maximizing Your Business Potential
Whether starting a new business, expanding an existing one, or selling a business, an entrepreneur needs a variety of tools and resources to make the entrepreneurship efficient, manageable, and profitable. Erickson Advisors has a few ideas to help you maximize your business potential while keeping that work/life balance clearly in focus.
How to Handle an Unexpected Financial Windfall
A windfall is different from retirement money you’ve been saving over the years because it comes all at once. And because a windfall usually accompanies some sort of shift in your life, it can have some complex emotions attached to it.
Tax Planning to Increase Savings
Tax Planning for Individuals They say nothing is certain in life but death and taxes. As fiduciaries, we can name one more certainty in life: no one wants to pay […]
Why Financial Planning
Financial planning is actually a deeply personal process and it varies greatly from person to person and family to family.
At Erickson Advisors, we not only ask a lot of questions about what matters to you, we also revisit your answers to these questions regularly.
Retirement & Beyond: Planning for a Healthy Financial Future
Many GenXers and even some Millennials are in the position of raising children while also helping their aging parents secure a quality lifestyle after retirement.
Testing the Waters of Financial Planning
As fiduciaries, we’ve discovered over the years that the idea of financial planning can be intimidating for some. In people who fear they haven’t saved enough or should have started […]
When is the Right Time to Plan for Retirement?
Just a few years ago, planning for retirement may not have been in the forefront of your mind. But the Covid years threw us all for a loop. During a global […]
