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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.
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.
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.
Tax Planning to Increase Savings
Every Case is Special They say nothing is certain in life but death and taxes. As fiduciaries, we can name one more certainty in life: no one wants to pay …
Making Sense of It
I can hardly get through any news report or recent article which does not mention “inflation” in some context. If you are over the age of 60, or have studied the inflation of the 1970’s, you may immediately call up an image of mortgages and money market funds at 17% or more. What we have this time around is not that!
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.
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.
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 never heard the level of …
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 enough or should have started …
