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. 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 [...]
Pictured here, (l-r): John Maron, Director, Investor Education Program, NC Dept. of the Secretary of State; Kate Mewhinney, Managing Attorney, The Elder Law Clinic; Carole Spainhour, Chair, NCBA Elder Law Section; Jeff Williamson, MD, Section Chief, Gerontology & Geriatric Medicine, WFU School of Med.; NC Secretary of State Elaine F. Marshall and Jan Busby-Whitehead, MD, Dir. of UNC Ctr. for [...]
Clara Jacob’s trusting nature and failing eyesight had led her to believe the promise of a contractor that everything was going to be fine. At age 76, she had become totally blind following a fire in February 2009 that devastated her Davie County home, but she did not need her eyesight to see that things had gone horribly wrong. Where [...]
Brian Raleigh is President and Founder of TruWealth Strategies and TruWealth Capital Management. Q. My brother-in-law says I am probably overpaying for my Life Insurance and should get an Insurance Review. Is this true? A. You may be paying 30 percent to 70 percent too much for your life insurance and here’s why. The life insurance industry has a [...]
Brian Raleigh is President and Founder of TruWealth Strategies and TruWealth Capital Management. It’s always good to know what you are paying for. When it comes to mutual funds cost analysis, that is easier said than done. This article is absolutely not about investment advice, but rather it is about how to determine how much you are paying to have your money managed [...]
By: Clarissa Dellinger “Our leaders have asked for ‘shared sacrifice,’ but when they did the asking, they spared me,” Warren Buffett wrote recently in the New York Times. “I checked with my mega-rich friends to learn what pain they were expecting. They too were left untouched.” He continues, “While the poor and middle class fight for us in Afghanistan, and [...]
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. Investors, particularly retired investors, are starving – for higher interest yield on their portfolio holdings. I did a Google search of banks in Greensboro on August 18 and found two-year CD’s offering between [...]
Laura F. Berra, CFP® and Associate Vice President-Investment Officer of The Anthony-Berra-Griffin Wealth Management Group of Wells Fargo Advisors in Raleigh. After years of saving, you’ve accumulated significant wealth in your Individual Retirement Accounts (IRA). So, what do you do next? You may want to think about extending the life of your IRA by stretching out its tax deferral over your [...]
It wasn’t always this way. The bulk of income growth in America has gone to the top 10 percent of families, but that was not always the case. Throughout most of the 20th century, the bottom 90 percent claimed a much larger share of income growth than in recent years. The chart, from the Economic Policy Institute’s new interactive State [...]
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 concerns can overwhelm a surviving spouse. In the last issue we discussed the information and documents you will need. Now let’s turn to your income. How much will you continue to receive, [...]
