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Maximizing Your Business Potential

Whether starting a new business, expanding an existing one, or selling a business, an entrepreneur needs a variety of tools and resources to make the ...
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How to Handle an Unexpected Financial Windfall

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 ...
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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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