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Pre-Planning for Funerals

Planning a funeral is a complicated process which is made even more difficult by the emotional stress that accompanies the death of a loved one. Fortunately, many of the arrangements can be made ahead of time, which will decrease the burden on those left behind. The time to start thinking about it is when it’s unlikely to happen any time [...]

2013-02-19T23:15:50-05:00February 19th, 2013|Funeral Planning|

The Fiscal Cliff: Should We Worry?

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. In every Presidential election year I get calls from investors worried about a potential negative impact to their portfolios due to the impending election. Please note: both sides express concerns, just in different [...]

2019-01-19T14:36:31-05:00February 19th, 2013|Financial Planning & Money Management|

A Concussion – Know the Signs

Anyone, at any age, who experiences even a minor bump to the head from an accident or fall can suffer a concussion, a type of mild traumatic brain injury that is a serious medical condition that can effect the way the brain works. A person with a concussion needs to see a medical professional for evaluation and treatment. Concussion Signs [...]

2019-01-03T14:23:00-05:00February 19th, 2013|Senior Care Management, Wellness|

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|

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|

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|

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|

Tips for Transition

Some tips to help alleviate the stress of moving into a retirement community: Total Immersion:  After the initial research, go experience the prospective communities. Keep family in the loop:  Keep family members involved when moving through the selection process. They provide a strong support system and show both family and staff that their input is valued. Hire a pro:  A [...]

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|

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 lindae@ericksonadvisors.net. 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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