When is the Right Time to Plan for Retirement?
Just a few years ago, planning for retirement may not have been in the forefront of your mind. But the Covid years threw us all for a loop. During a global […]
Let’s Get Digital
A brief synopsis of our Spring Lunch and Learn exploring the latest digital tools available for clients which allow for sharing documents, checking account values, linking accounts and more…
A Roth IRA Can Be a Great Gift
What is a Roth IRA? Just to review – what is a Roth IRA? A Roth IRA is funded with “after tax” dollars, grows free of all income and capital […]
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 […]
Organization & Down-Sizing in NC
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 of 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 […]
