Planning for the Future

To help seniors and families understand and manage the financial and legal challenges that may lie ahead, you should consult with experts who specialize in working with those who are retired or facing retirement.

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Elder Financial Abuse? Not in Our Family!

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]. Financial abuse of seniors is on the minds of “watchdogs” and increasingly reported in the press. Most of us react with a shrug and a “Not me or mine.” Actually, we need to [...]

2019-01-19T13:52:27-05:00July 5th, 2016|Estate Planning, Financial Planning & Money Management|
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Making Financial Planning Up-to-Date

Linda P. EricksonLinda 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] used to be a good thing. Maybe it still is, but the challenges of living a long life, maybe more than you had planned for, should be named and discussed — and the sooner the [...]

2019-01-19T12:26:44-05:00April 22nd, 2016|Financial Planning & Money Management|
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The Best Gift that Lasts and Grows

Dr. Larry Hungerford, a former WSSU professor, is a partner at Bermuda Run’s Woodard & Company Asset Management Group, managing $460 million for clients. The best gift you can give a young person is one that lasts and grows more valuable each year. Uncle Sam has provided three awesome tax shelters that you can fund for young members of your [...]

2016-04-05T21:10:57-04:00April 5th, 2016|Financial Planning & Money Management|
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Staying Well with Medicare’s Preventive Services

Medicare benefits can do more than help cover the costs of doctor and hospital bills. Medicare’s preventive benefits help you to be proactive with your health in order to avoid serious illnesses or chronic conditions such as diabetes, heart disease and cancer. Whether you get a flu vaccine, are screened for diabetes or other illnesses, or want help to quit [...]

2019-01-02T18:24:36-05:00March 29th, 2016|Insurance, Resources|
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The Social Security Dilemma

Draw now or wait until later. It’s a dilemma facing most Boomers as they approach the Magic 60s. The federal government allows retirees to draw Social Security as early as age 62 which more than 40 percent of Americans take advantage of today. But many of them may be making a mistake, says Reid Abedeen, a partner at Safeguard Investment [...]

2015-12-28T21:23:13-05:00December 28th, 2015|Financial Planning & Money Management|
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A “Lower for Longer” Environment

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]. I know we all have expectations regarding our investment portfolios. Rate of return, amount of interest or dividends we can take, and how long the income will last are among the most often [...]

2019-01-19T12:31:00-05:00December 18th, 2015|Financial Planning & Money Management|
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Ask Me Another…

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]. When you come to the decision that you need to hire a Financial Planner, where do you start? The obvious answer is to ask your more successful friends, perhaps those that have retired [...]

2019-01-19T12:36:49-05:00September 15th, 2015|Financial Planning & Money Management|
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Finding Where Your Money Goes

Hard times aren’t necessarily the problem for many families who are just squeaking by. According to a recent survey, which focused on families who pulled in more than $75,000 annually, 44 percent of those living paycheck-to-paycheck blamed their money woes on lifestyle purchases such as dining and entertainment. That percentage jumps to 71 percent for the under-30 crowd. A third [...]

2015-07-01T20:38:57-04:00July 1st, 2015|Financial Planning & Money Management|
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The Greatest Gift

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 season of graduations is upon us. Mortar boards, proud parents and grandparents, smiles and expectations. Reflecting on the kinds of presents these grads will likely receive, I think of everything from watches [...]

2019-01-19T12:43:08-05:00June 24th, 2015|Financial Planning & Money Management|
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SHIIP Is Not for Seniors Only

Did you know that if you are under age 65 and have a disability you may be eligible for Medicare? If you have questions about this or your health insurance options, SHIIP can help. SHIIP, the Seniors’ Health Insurance Information Program, is a division of the North Carolina Department of Insurance that provides free, unbiased counseling about Medicare, not just [...]

2019-01-02T18:23:27-05:00April 19th, 2015|Insurance, Resources|
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