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 […]
