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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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|
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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|
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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 [email protected]. 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|
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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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Protecting Assets from Con Artists

Over a period of five years “Jeremy,” a con artist now doing time, worked a number of gold coin scams. “We would tell people that gold would absolutely double in value in the next one-to-two years,” he said from his jailhouse cell. and “they would be able to rely on its making them far more money than any other investment [...]

2021-07-23T13:31:35-04:00September 11th, 2017|Financial Planning & Money Management|
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Financial Hospice Eases Passage

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 loss of a loved one never comes at a convenient time. It may or may not offer time to prepare for the passage. Ready or not, however, when the time comes the [...]

2019-01-17T20:20:51-05:00April 20th, 2017|Estate Planning|
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Fighting Identity Theft and Fraud

Doug Dickerson, State Director,AARP North Carolina All too often, North Carolinians are falling prey to scams and cons that are threatening both our financial and retirement security. The North Carolina Department of Justice (NCDOJ), just one of many state agencies handling consumer fraud complaints, received nearly 66,000 reports of identity theft and fraud according to recent information compiled by the [...]

2021-07-23T13:36:57-04:00April 20th, 2017|Financial Planning & Money Management, Resources|
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