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Tax Planning to Increase Savings

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: ...
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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 ...
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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 ...
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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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