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The Why of Financial Planning

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.

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Retirement & Beyond: Planning for a Healthy Financial Future

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.

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Quarterly Comments – Inflation?

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 …

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Testing the Waters of Financial Planning

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 …

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When is the Right Time to Plan for Retirement?

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 …

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A Roth IRA Can Be a Great Gift

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

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