Linda P. Erickson Linda P. Erickson, CFP®, is the president of Erickson Advisors and a registered principal offering securities through Cetera Advisor Networks, LLC, 336-274-9403 [email protected]. You have a nice nest egg, and you think you’re set. Well, maybe. The withdrawal rate you can sustain from your portfolio may be lower than you think, particularly if you’ve gotten more [...]
Linda P. Erickson Linda P. Erickson, CFP®, is the president of Erickson Advisors and a registered principal offering securities through Cetera Advisor Networks, LLC, 336-274-9403 [email protected]. For many investors your investment plan requires no change, but for some investors, however, it’s important to assess how you will be impacted by the changes that go into effect in 2013. All [...]
Linda P. Erickson Linda P. Erickson, CFP®, is the president of Erickson Advisors and a registered principal offering securities through Cetera Advisor Networks, LLC, 336-274-9403 [email protected]. The Baby Boomers are retiring, and we want our retirement experience to be as “pedal to the metal” as life has been for us up until now. We want it all, and we [...]
Linda P. Erickson Linda P. Erickson, CFP®, is the president of Erickson Advisors and a registered principal offering securities through Cetera Advisor Networks, LLC, 336-274-9403 [email protected]. Once you retire there is usually no going back. No Resets, No Undo’s, at least in the earned income department. This fact poses a challenge to those planning their retirement income strategies. The [...]
If you value the opportunity to grieve your loved one without the obligations a traditional funeral home might present and prefer simplicity, the choice of a direct cremation provider could be the smartest. When deciding between the traditional funeral and a direct cremation, please consider that by 2017, it is estimated that half of all Americans will opt for cremation [...]
By: Chris Fitzsimon, NC Policy Watch 210 billion – amount the Affordable Care Act will reduce the federal deficit over the next ten years (Congressional Budget Office, presentation of Duke Health Systems CEO Dr. Victor Dzau, NC Spin Health Care Forum, March 20, 2011) 2,640 – average amount in dollars that families in North Carolina who make less than $100,000 [...]
Pictured here, (l-r): John Maron, Director, Investor Education Program, NC Dept. of the Secretary of State; Kate Mewhinney, Managing Attorney, The Elder Law Clinic; Carole Spainhour, Chair, NCBA Elder Law Section; Jeff Williamson, MD, Section Chief, Gerontology & Geriatric Medicine, WFU School of Med.; NC Secretary of State Elaine F. Marshall and Jan Busby-Whitehead, MD, Dir. of UNC Ctr. for [...]
Clara Jacob’s trusting nature and failing eyesight had led her to believe the promise of a contractor that everything was going to be fine. At age 76, she had become totally blind following a fire in February 2009 that devastated her Davie County home, but she did not need her eyesight to see that things had gone horribly wrong. Where [...]
David Heckel,a licensed Funeral Director since 1995, has served hundreds of families from diverse cultural and religious traditions in St. Louis (MO), Denver and Boulder (CO) and Raleigh, NC. Ben Franklin wrote that there are two certain things in this life: death and taxes. We all hope to live a long life, and we think we’ll have time to think [...]
Brian Raleigh is President and Founder of TruWealth Strategies and TruWealth Capital Management. Q. My brother-in-law says I am probably overpaying for my Life Insurance and should get an Insurance Review. Is this true? A. You may be paying 30 percent to 70 percent too much for your life insurance and here’s why. The life insurance industry has a [...]
