Social Security is designed to offer stability, supplemental income, and other valuable benefits that can play a role in financial strategy.
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?
Mixed messages abound! The bond market tells us a recession is not only coming – it is inevitable; the stock market seems to be saying “Slowdown maybe, but the economic growth opportunities remain, so – no recession.”
Growth, Slow Growth or No Growth February 15, 2023 I think I can speak for all of us when I say we are feeling, if not a bit better, then […]
Planning now and doing a regular review of your finances can help you stay on the right track for the retirement lifestyle you want.
The Federal reserve is playing catch up and is raising rates at the fastest pace since the early 1980s. It will take 6 to 12 months to actually see the cooling effects of these rate hikes on the overall economy, so there is the very real possibility that the Fed will go too far or too fast and cause a deeper contraction than is needed or warranted.
Inflation – Transitory or Sticky?
Access information for digital platforms available to Erickson clients which allow for sharing documents, checking account values, linking accounts and more…
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.
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.