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 […]
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 […]
What Just Happened…and When Will it End?
Let’s start with a very short recap – The high of the US stock markets occurred in February, but by the end of the 1st quarter the S&P 500 Index […]
Why This Time?
The Global Stock Markets have declined this past week somewhere between -10% and -13% depending on which index you look at. For us here in the US, where the Dow […]