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Recession – To Be or Not To Be

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?

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Inflation – Transitory or Sticky?

Inflation – Transitory or Sticky?

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Your Financial Plan Informs Your Investment Management

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.

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Maximizing Your Business Potential

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.

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How to Handle an Unexpected Financial Windfall

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.

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Tax Planning to Increase Savings

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: …

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