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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Travel Scams Abound

Beware of phone calls or mailings promising you a free trip or a huge discount if you call a 900 number. Many times you will be told you must pay a fee to join a travel club or to access the deal, finding it’s not free at all. To determine if a telemarketing deal is legitimate, the National Fraud Information [...]

2013-12-14T00:51:30-05:00December 14th, 2013|Financial Planning & Money Management|
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Gift Those Gains

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. At the end of the year, I urge clients to think about how to lower their taxes for this year and next. Changes in the tax law this year have increased the capital [...]

2019-01-19T14:00:57-05:00December 13th, 2013|Financial Planning & Money Management|
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Do You Need a Trust?

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. Have you attended a seminar recently where you were told that you need a trust? Does your neighbor (brother, co-worker) seem shocked that you don’t have a trust? We should remember that the advice [...]

2019-01-19T14:08:22-05:00December 13th, 2013|Estate Planning|
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Shopping for Affordable Care

Doug Dickerson is State Director of AARP North Carolina. He joined AARP after a decorated 21-year career in the military and holds an MBA from Duke University and a Masters Degree in international affairs from Boston University. Attention shoppers: If you are in the market for an affordable health insurance plan because you are uninsured or had to buy your [...]

2019-01-02T18:10:28-05:00October 9th, 2013|Insurance, Resources|
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Tips for Using Gift Cards

1.  Watch for hidden fees. Some may require an activation fee or you may be charged a monthly inactivity fee. 2.  Keep receipts. These come in handy of you lose a card or if it doesn’t work when you try to use it. 3.  Check the expiration date. New laws may affect gift cards so they no longer expire but [...]

2013-10-02T18:48:17-04:00October 2nd, 2013|Financial Planning & Money Management|
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Don’t Shop ’til You Drop

Dr. Gutterman serves as the Clinical Director for LeBauer Behavioral Medicine. He is a Licensed Psychologist and provides clinical services at our Walter Reed location in Greensboro. Dr. Gutterman has more than 30 years’ experience in treating adolescents, adults, couples and families. He treats a myriad of issues, including depression, anxiety, stress, health, and relationship issues. He can be reached [...]

2013-10-02T18:45:21-04:00October 2nd, 2013|Financial Planning & Money Management|
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Have You Had “The Talk”?

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.Some families talk about everything; other families talk only about the weather. Communication can be very hard, particularly about those subjects that remain “taboo” in many families. I’m speaking here about family finances, family wealth (or [...]

2019-01-19T14:12:54-05:00September 26th, 2013|Estate Planning|
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Who Gets What? Are You Sure?

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. There is an old story that moves around town about the ex-wife and her travels. It seems that when Mr. Right decided she was Mrs. Not-So-Right, he divorced her and married a younger, [...]

2019-01-19T14:22:33-05:00August 21st, 2013|Financial Planning & Money Management|
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Responsibilities in Planning for Funeral Costs

When asking consumers if they were financially prepared to pay the funeral expenses of a loved one, a recent National Foundation for Credit Counseling (NFCC) online poll revealed that an overwhelming 83 percent either were not prepared to take on the financial responsibilities of a funeral or had no idea what a funeral costs. “Today the average cost for expenses [...]

2013-08-21T22:26:25-04:00August 21st, 2013|Funeral Planning|
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Losing the (Fraud) Lottery

By Jean C. Setzfands, vice president of the Financial Security team in the Education and Outreach group at AARP Joyce H., a 59-year-old unemployed grandmother raising four grandkids, could barely believe her luck. A London barrister had emailed her, claiming to have finally located her, because he was administering the will of someone who was distantly related to her. After [...]

2019-01-02T18:02:22-05:00August 21st, 2013|Elder Law, Financial Planning & Money Management|
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