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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Hospital Readmissions Costly for Hospitals

– From an article by John Murawski, Raleigh News and Observer Juanita King, an 81-year-old grandmother, logged nearly five weeks at WakeMed Hospital since October after her breathing became so labored she had trouble walking.Weakened by a failing heart and obstructed lungs, she was at her Clayton home less than two weeks before returning to WakeMed for another round of [...]

2019-01-03T15:38:15-05:00February 15th, 2013|Insurance, Medical Providers|
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Network to Reduce Hospital Readmissions

Ron Gaskins, Associate Director of the Northwest Community Care Network, is completing a Doctorate of Health Administration from Central Michigan University. Within healthcare reform there has been significant discussion regarding hospital readmissions. This has become a key indicator for not only the health of patients but the quality of care at transitions. The Centers for Medicare & Medicaid Services has [...]

2019-01-03T16:17:08-05:00February 15th, 2013|Insurance, Medical Providers|
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Secretary of State Elaine Marshall on Investor Protection

The NC Department of the Secretary of State Securities Division regulates the offer and sale of investments in the state of North Carolina. Major responsibilities include: •  Administering and enforcing the NC Securities Act •  Screening and registering securities offerings •  Screening and licensing brokerage firms and their representatives •  Registering investment advisers and their representatives •  Reviewing investor complaints [...]

2013-02-14T20:23:45-05:00February 14th, 2013|Financial Planning & Money Management|
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Naming the Beneficiary – A Complicated Task

Edward Griggs is a Partner, Tax, Trust, and Estate Group, with Womble Carlyle Sandridge and Rice LLP Dealing with retirement benefits in an estate plan may at first appear simple, but can often be wrought with traps for the inexperienced. The retirement plan participant, or his or her attorney, may focus solely on avoiding probate or minimizing transfer taxes without [...]

2019-01-03T16:10:07-05:00January 19th, 2013|Elder Law, Estate Planning|
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Protecting Seniors from Scams

The stakes are higher than ever as scammers step up their games with more sophisticated and elaborate schemes, sometimes taking thousands of dollars from seniors. What makes the issue so overwhelming for family caregivers and senior care professionals is that seniors spend a lot of time at home and can become victims everywhere they turn… when the phone rings, when [...]

2012-11-28T19:31:59-05:00November 28th, 2012|Elder Law|
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Design a Retirement Income Plan for You

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 [...]

2019-01-19T14:43:04-05:00November 14th, 2012|Financial Planning & Money Management|
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Portfolios Need to Adapt

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 [...]

2019-01-19T14:51:51-05:00November 14th, 2012|Financial Planning & Money Management|
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Is It Too Late to Plan for Retirement?

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 [...]

2019-01-19T15:50:27-05:00November 14th, 2012|Financial Planning & Money Management|
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How Much is Enough?

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 [...]

2019-01-19T16:02:10-05:00November 14th, 2012|Assisted Living, Financial Planning & Money Management, Independent Living Communities, Life Plan Communities|
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Why Some People Choose to Be Cremated When They Die

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 [...]

2012-08-22T20:18:56-04:00August 22nd, 2012|Funeral Planning|
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