Planning for the Future Articles | Retirement Resource Guide

Identity Fraud: What’s the Risk?

Identity Fraud: What’s the Risk?

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 grew up typing term papers on a typewriter (any Millennial reading this will have to look that one up), but now have a Smartphone, an iPad, and I use the Internet and [...]

frogtown2019-01-19T13:50:37-05:00July 9th, 2014|Financial Planning & Money Management|

More Benefits of the Affordable Care Act

More Benefits of the Affordable Care Act

Adam Searing is Director of the Health Access Coalition for the N.C. Justice Center, the state's leading voice for progressive health care reforms that addresses the needs of the uninsured and underinsured. In 2012, he was recognized as a "Champion of Change" in health care by the White House. Last week’s news that seven million Americans had signed up for [...]

frogtown2014-04-16T20:52:56-04:00April 16th, 2014|Insurance|

Don’t Be Victim of a Scam

In the world of internet, e-mail, phone calls, blogs and the postal service, Medicare beneficiaries are bombarded with advertisements about free medical services, free equipment and more. Other times, Medicare beneficiaries receive frightening post cards that lead them to believe they will lose their benefits if they don’t respond and provide personal information. Beware of products that seem too good [...]

frogtown2019-01-02T18:17:44-05:00April 7th, 2014|Elder Law, Insurance, Resources|

Community Care and the Affordable Care Act

While North Carolina has refused to expand Medicaid under the Affordable Care Act, our state is enrolling uninsured people at a rate at least twice that of any other state that has refused to set up its own health exchange and refused to expand Medicaid. In short, among states that are dragging their feet on the Affordable Care Act – [...]

frogtown2019-01-03T15:03:13-05:00March 28th, 2014|Insurance|

How NC (surprisingly) Became a Leader in ACA Enrollment

Originally published in the Raleigh News & Observer While North Carolina has refused to expand Medicaid under the Affordable Care Act and many politicians continue to complain about the federal health exchange, the roll-out of Obamacare in N.C. tells a far more positive story. North Carolina is enrolling uninsured people at a rate at least twice that of any other [...]

frogtown2019-01-03T15:39:38-05:00February 6th, 2014|Insurance, News & Information|

Reverse Mortgages — Used for “Needs” or “Wants”

One of the great challenges I face working with reverse mortgages is educating the public how reverse mortgages work and how they may help them. While doing so, I find most seniors are skeptical, and often have misconceptions based on what they’ve heard, read or seen on TV. In the past year, I had the pleasure of helping many clients, [...]

frogtown2014-01-02T23:39:39-05:00January 2nd, 2014|Reverse Mortgage|

NC Medicaid Not “Broken”

From Adam Searing, Progressive Pulse blog, NC Department of Justice NC Medicaid “broken” was the first statement from State Auditor Beth Wood in a front-page, prominently-headlined News and Observer article after a Medicaid audit was presented at a joint news conference held by Wood and Governor Pat McCrory: “Administrative spending is 38 percent higher compared to the average of nine [...]

frogtown2014-01-02T23:24:21-05:00January 2nd, 2014|Insurance|

Publications for Investors

The NC Securities Division has posted two updated resources on its website to help investors better understand the responsibilities and differences between various investment professionals. The first is an investor bulletin entitled “Making Sense of Financial Professional Titles” which explains the requirements for obtaining various professional titles. The second publication, “Cutting through the Confusion,” explains the differences between brokers, investment [...]

frogtown2014-01-02T23:19:41-05:00January 2nd, 2014|Financial Planning & Money Management|

Frauds in the Triangle Reported

Two frauds in the Raleigh-Durham area were among those reported in the Secretary of State’s quarterly newsletter recently. Walter Ray Reinhardt of Durham was served with 62 felony arrest warrants for securities violations in 2010 for allegedly defrauding 16 victims in Durham County out of more than $1 million. He is currently in the Durham County Jail under a $4 [...]

frogtown2014-01-02T23:11:40-05:00January 2nd, 2014|Financial Planning & Money Management|

Ultimate Guide to Bulk Buying

The bulk purchase of an item can save a lot of money but it can cost you a bundle if you don’t establish a handful of sensible principles. If you stick to the following steps, you can save significant money with a bulk purchase. 1. Price-per-unit is king. Calculate cost per unit which requires you to figure out how many [...]

frogtown2013-12-31T22:54:44-05:00December 31st, 2013|Financial Planning & Money Management|

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