By Cheryl Farkas Gigi decided it was time for her 84-year-old mother, Jean, to downsize from a five-bedroom house in Jamestown to a one-bedroom home in a retirement community in St. Augustine, FL, several miles away from Gigi. They embarked on Gigi’s project together, sorting, packing and looking around the house, wondering how they were going to do this, just [...]
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. 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 [...]
Relocating is stressful. Don’t add headache by picking the wrong mover. A poorly-researched company may not treat your belongings with care. It could even try to scam you. Excel Moving and Storage, a trusted Carolinas-based mover, has provided these five tips for choosing the right company. 1. Start Researching Early Excel recommends beginning your search at least eight weeks before [...]
By Cheryl Farkas Home to Home, primarily a moving company serving seniors, understands the demands of families today and, increasingly as parents want to move closer to their children (and grandchildren), adult children are needing and wanting to move closer to their aging parents to help with their care. This results in an increased need for certified senior move companies [...]
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 lindae@ericksonadvisors.net.Longevity 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 [...]
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 [...]
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 [...]
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 [...]
By Cheryl Farkas Because Senior Move Management is a fairly new niche in the moving industry, many people do not understand the difference between hiring a SMM, and just a local moving company. “We are a completely ‘a la carte’ moving company with many optional services” says Jos Jansen, owner of Home to Home. Moving doesn’t have to be difficult [...]
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. 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 [...]
