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 for Individuals They say nothing is certain in life but death and taxes. As fiduciaries, we can name one more certainty in life: …

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!

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.

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.

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 …