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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Is Your Behavior Hindering Your Investment Success?

Mike Palmer Managing Principal Ark Royal Management 3700 National Drive, Ste. 218 Raleigh NC 27612 919-710-8655 Wouldn’t most of us like to lose a few extra pounds or commit to a daily fitness routine? The challenge comes in actually doing what is required to achieve those goals. We start eating healthy, but can’t resist a late night bowl of ice [...]

2016-10-19T16:37:19-04:00October 19th, 2016|Financial Planning & Money Management|
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Bogus Sweepstakes and Lotteries

How can you tell legitimate contests from bogus sweepstakes and lotteries? AARP’s Money Newsletter suggests the following five ways. 1. It’s a scam if you have to pay anything to enter or collect winnings. 2. Scammers request that fees be paid via wire transfers or prepaid debit cards which are hard to trace. 3. If you did not enter a [...]

2019-01-02T17:48:10-05:00October 14th, 2016|Elder Law, News & Information|
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Why Credit Scores Matter

When credit-reporting company TransUnion polled boomers recently regarding their credit score, nearly half thought it was no longer important. They were wrong. Your credit is a vital financial tool at every age because it predicts the likelihood you’ll pay your bills. Lenders use it when offering a mortgage, auto loan or credit card. Insurers also look at it to set [...]

2016-10-05T05:28:22-04:00October 5th, 2016|Financial Planning & Money Management|
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Moving Forward on Your Own

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. When a spouse dies, most widows go through a predictable, but no less devastating, series of emotions. Kathleen Rehl, an acknowledged expert on this subject, says there are perhaps three stages of this [...]

2019-01-19T12:14:58-05:00September 28th, 2016|Financial Planning & Money Management|
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Elder Financial Abuse? Not in Our Family!

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 [...]

2019-01-19T13:52:27-05:00July 5th, 2016|Estate Planning, Financial Planning & Money Management|
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Making Financial Planning Up-to-Date

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 [...]

2019-01-19T12:26:44-05:00April 22nd, 2016|Financial Planning & Money Management|
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The Best Gift that Lasts and Grows

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 [...]

2016-04-05T21:10:57-04:00April 5th, 2016|Financial Planning & Money Management|
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Staying Well with Medicare’s Preventive Services

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 [...]

2019-01-02T18:24:36-05:00March 29th, 2016|Insurance, Resources|
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The Social Security Dilemma

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 [...]

2015-12-28T21:23:13-05:00December 28th, 2015|Financial Planning & Money Management|
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A “Lower for Longer” Environment

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 [...]

2019-01-19T12:31:00-05:00December 18th, 2015|Financial Planning & Money Management|
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