Brenda Planes Former Social Work Department Head at Abbotts Creek Center, Brenda Planes sees an opportunity to go the extra mile to impact the senior community. Through her launch of Elder & Wiser, Planes is able to continue her passion of helping caregivers, families and seniors navigate the challenges of elder care. “Dad, we received your test results.” Doctors [...]
Memory loss is a scary thought for many, but I have found in my career that a lot of that fear comes from the unknown. So don’t be shy; I’m here to help! Since this is my first column, I’ll begin by answering one of the questions I have heard [...]
Three words families want to hear are “I love you.” Three words families don’t want to hear are “long-term care.” But these are words that many families learn the hard way when a loved one’s extended care event begins. Long term care is assistance provided to loved ones because [...]
If you are wondering if the new tax law will make changes to your estate plan, the answer is “probably not.” The considerations for an estate of $1,000,000 are very different from those of estates over $10,000,000 however. If you fall into the latter category, call your attorney. If you [...]
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 [...]
When my father died my mother turned to me, as a financial professional, to answer her many questions. As most families of that generation did, my father handled the investment and income management. Without him, my mother needed assurances on many issues he handled. By far the most important question, [...]
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 [...]
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 lindae@ericksonadvisors.net. 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 [...]
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 [...]
Many grandparents take joy in giving gifts of money to their grandchildren. Whether it’s paying for gymnastic lessons or establishing a college savings fund in their name, providing financial support for grandchildren can be a wonderful gesture, but it should be managed within the context of an overall financial plan. [...]
