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Making Sense of Inflation

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!

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Why 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.

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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.

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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 …

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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 …

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When is the Right Time to Plan for Retirement?

One year ago, planning for retirement may not have been in the forefront of your mind. But the past year has thrown us all for …

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