It’s in the news – everywhere – talk of recession and all the negative feelings that word calls up. Well, are we in a recession? And why do we care if we are or are not?

Inflation – Transitory or Sticky?

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: …