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 gains taxes, and produces no …
Quarterly Comments – Expansion or Explosion?
Why have markets moved up so dramatically in an environment of chaos, uncertainty, and severe economic distress? Next question might be: why has the bond market remained as relatively calm …
Spring Cleaning Your Estate Documents
Spring cleaning is more than just an expression- it’s time to review your essential documents like Wills, Trusts and Insurance Polices.
What a Year It Has Been!
Poised as we are on the close of 2020, I struggle to sum up in a few words where we are in the financial trends which direct (or impede) the …
Don’t Agonize, Get Organized!
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 to 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 …
Quarterly Comments: Mixed Messages or Acceleration?
The market is up — way up — and the economy is “not so much.” What might explain this disconnect?
Quarterly Comments: Market Disconnect?
To attempt to make any comment in the middle of a pandemic, and I do think we are in the middle not the end, is to invite a list of …
