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.
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.
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 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 […]
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.
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.
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 […]
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 […]