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 ...

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 ...

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 ...

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 ...