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.

I’ve heard the word “Inflation” more in the last few months than in the past few years. Many younger people, some on my staff, have …

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 …

One year ago, planning for retirement may not have been in the forefront of your mind. But the past year has thrown us all for …

Just to review – what is a Roth IRA? A Roth IRA is funded with “after tax” dollars, grows free of all income and capital …