Financial Planning & Money Management

Summer Fun and Financial Preparedness – They Can Go Together

Summertime is often a favorite time for families to get together at the beach house, the lake house, or other places of cherished family memories. If you are planning a backyard get-together or a more elaborate gathering, consider adding something significant as well as memorable to those precious moments together. [...]

2020-07-30T13:38:09-04:00June 11th, 2019|Financial Planning & Money Management|

How a Financial Plan Can Help You Achieve Your Bucket List

We spend a lot of time daydreaming about and planning how to achieve our goals. Charting a new career, creating a bucket list, helping a loved one reach success, and other goals all have financial implications that deserve consideration. This is where a financial plan comes in. The goal of a plan [...]

2021-06-18T16:14:26-04:00June 11th, 2019|Financial Planning & Money Management|

James Richardson Named One of Best-In-State Wealth Advisor

James M. Richardson was named to the list of “Best-in-State Wealth Advisors” published by Forbes magazine. The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism, and success in the business. The rankings are based on data provided by over 11,000 of the nation’s most productive [...]

5 Tips for Buying a House in Today’s Competitive Market

Today’s housing market is creating more and more hurdles for homebuyers. According to The National Association of Realtors, the number of homes for sale has steadily declined over the past three years. At the same time, interest rates hikes are increasing monthly mortgage payments. In this competitive environment, potential homebuyers [...]

2021-06-18T16:16:51-04:00March 18th, 2019|Financial Planning & Money Management|

New Tax Law May Limit Your Deductible Charitable Contributions

I was recently at a gathering of friends and the discussion turned to the new tax law. Several of them admitted they may not be able to deduct annual contributions to their favorite charities due to these recent changes. While I don’t know if this fact will alter their commitment [...]

2019-06-11T15:31:36-04:00July 5th, 2018|Financial Planning & Money Management|

Facts About Taking Social Security Abroad

A new report from International Living describes various ways retirees can access their benefits from abroad, allowing Baby Boomers to retire sooner and more comfortably where their dollars stretch. As retirement funds shrink and the buying power of a Social Security check declines, living for less in a good-value locale overseas is looking smarter to many. It's one way to [...]

2018-04-02T16:40:00-04:00April 2nd, 2018|Financial Planning & Money Management|

Find Your Inner Drive

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 What is Retirement after all? Let me suggest it is a gateway to a new and reinvented version of "You." Indeed, any major life change - a move to a new city, job [...]

2019-01-17T20:22:28-05:00December 14th, 2017|Financial Planning & Money Management|

Stay Safe from Fraud and Scams

Doug Dickerson, State Director,AARP North Carolina Fraud targeting older adults is on the rise which is why AARP is working with the Attorney General, the Secretary of State, the Department of Health and Human Services, law enforcement and other partners to fight fraud that targets older adults. Last year in North Carolina, according to 2014 Consumer Sentinel Data, there were [...]

2021-07-23T13:30:12-04:00December 14th, 2017|Financial Planning & Money Management, Resources|
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