Quarterly Comments: February 7, 2025
Uncertainty Grows It seems like much more than a month since the inauguration of the new administration. More Executive Orders have been issued in this short time span than in […]
Navigating the Recent Federal Reserve Rate Cut
Implications and Reassurances The Federal Reserve’s decision to cut interest rates by 50 basis points has sent ripples thorugh financial markets. While this move is intended to stimulate economic growth, […]
Quarterly Comments June 2024
Yogi Bera, Niels Bohr and We Agree We agree with the late, great Yogi Berra and famed physicist, Niels Bohr – “It’s difficult to make predictions, especially about the future.” […]
Let’s Get Digital
A brief synopsis of our Spring Lunch and Learn exploring the latest digital tools available for clients which allow for sharing documents, checking account values, linking accounts and more…
Organization & Down-Sizing in NC
We All have our lists… The energy absorbing lists – organizing our physical space, our headspace and juggling personal administration can be daunting. For many of us in the “sandwich generation” […]
Medicare and Senior Living
Over the course of several summer months, Erickson Advisors held a three-part series of workshops to explore planning for tomorrow, today. These days our perception of age and aging is […]
Securing Social Security
A few notable points… From our discussion with Gail Buckner, VP and National Financial Planning Spokesperson for Franklin Templeton Investments Social Security is an integral part of many people’s retirement […]
Estate Planning
The ultimate adulting task – Estate Planning. In one dynamic hour four selfless female attorneys lent their combined expertise, energy and time to help us tackle an ultimate in adulting […]