When is the Right Time to Plan for Retirement?
Just a few years ago, planning for retirement may not have been in the forefront of your mind. But the Covid years threw us all for a loop. During a global pandemic, our personal and professional lives have shifted. Our workspaces look different than they did prior to 2020, and our finances might look different, too. […]
Let’s Get Digital
A brief synopsis of our Spring Lunch and Learn exploring the latest digital tools available for clients which allow for sharing documents, checking account values, linking accounts and more…
A Roth IRA Can Be a Great Gift
What is a Roth IRA? Just to review – what is a Roth IRA? A Roth IRA is funded with “after tax” dollars, grows free of all income and capital gains taxes, and produces no income tax upon withdrawal. Sounds pretty good, doesn’t it? Most retirees, however, do not have much if any amount in […]
Quarterly Comments – Expansion or Explosion?
Why have markets moved up so dramatically in an environment of chaos, uncertainty, and severe economic distress? Next question might be: why has the bond market remained as relatively calm as it has in the face of extraordinary relief/stimulus money being injected into the economy? Everyone has an opinion, and the variance here is astonishing. […]
Spring Cleaning Your Estate Documents
Spring cleaning is more than just an expression- it’s time to review your essential documents like Wills, Trusts and Insurance Polices.
What a Year It Has Been!
Poised as we are on the close of 2020, I struggle to sum up in a few words where we are in the financial trends which direct (or impede) the direction of the markets and your portfolios. The objective of this quarterly communication, however, is to share the thoughts which have shaped our recommendations to […]
Organization & Down-Sizing in NC
We All have our lists… The energy absorbing lists – organizing our physical space, our headspace and juggling personal administration can be daunting. For many of us in the “sandwich generation” it’s not just our lists, it’s our parents and our children too. Thinking over all the pieces and executing on them efficiently with positivity is […]
Medicare and Senior Living
Over the course of several summer months, Erickson Advisors held a three-part series of workshops to explore planning for tomorrow, today. These days our perception of age and aging is changing more than ever – from Millennial to Boomer – we feel younger the older we get. But, even as lifestyle markers shift, the considerations […]
Securing Social Security
A few notable points… From our discussion with Gail Buckner, VP and National Financial Planning Spokesperson for Franklin Templeton Investments Social Security is an integral part of many people’s retirement and income planning as they age. It’s never too early to understand how the system works and what to look for when hints of a […]
Estate Planning
The ultimate adulting task – Estate Planning. In one dynamic hour four selfless female attorneys lent their combined expertise, energy and time to help us tackle an ultimate in adulting tasks – Estate Planning. Don’t run away! Trust us, you need to hear this. Many thanks to Betsy Martin, Heather Hazelwood, Crystal Beard and Orly […]
