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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Portfolios Need to Adapt

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. For many investors your investment plan requires no change, but for some investors, however, it’s important to assess how you will be impacted by the changes that go into effect in 2013. All [...]

2019-01-19T14:51:51-05:00November 14th, 2012|Financial Planning & Money Management|
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Is It Too Late to Plan for Retirement?

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. The Baby Boomers are retiring, and we want our retirement experience to be as “pedal to the metal” as life has been for us up until now. We want it all, and we [...]

2019-01-19T15:50:27-05:00November 14th, 2012|Financial Planning & Money Management|
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How Much is Enough?

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 [...]

2019-01-19T16:02:10-05:00November 14th, 2012|Assisted Living, Financial Planning & Money Management, Independent Living Communities, Life Plan Communities|
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Why Some People Choose to Be Cremated When They Die

If you value the opportunity to grieve your loved one without the obligations a traditional funeral home might present and prefer simplicity, the choice of a direct cremation provider could be the smartest. When deciding between the traditional funeral and a direct cremation, please consider that by 2017, it is estimated that half of all Americans will opt for cremation [...]

2012-08-22T20:18:56-04:00August 22nd, 2012|Funeral Planning|
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Affordable Heath Care FACTS

By: Chris Fitzsimon, NC Policy Watch 210 billion – amount the Affordable Care Act will reduce the federal deficit over the next ten years (Congressional Budget Office, presentation of Duke Health Systems CEO Dr. Victor Dzau, NC Spin Health Care Forum, March 20, 2011) 2,640 – average amount in dollars that families in North Carolina who make less than $100,000 [...]

2019-01-03T14:32:37-05:00June 26th, 2012|Insurance|
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EIFFE Combats Fraud

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 [...]

2019-01-03T15:15:42-05:00June 26th, 2012|Financial Planning & Money Management, Resources|
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How to Avoid Scams

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 [...]

2012-06-26T20:33:20-04:00June 26th, 2012|Financial Planning & Money Management|
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Advanced Funeral Planning 101

David Heckel,a licensed Funeral Director since 1995, has served hundreds of families from diverse cultural and religious traditions in St. Louis (MO), Denver and Boulder (CO) and Raleigh, NC. Ben Franklin wrote that there are two certain things in this life:  death and taxes. We all hope to live a long life, and we think we’ll have time to think [...]

2012-06-06T21:10:36-04:00June 6th, 2012|Funeral Planning|
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Paying Too Much For Life Insurance?

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 [...]

2019-01-03T16:29:12-05:00June 6th, 2012|Estate Planning, Financial Planning & Money Management, Insurance|
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The Ins (and Outs) of Probate

By Amanda M. Baxley Amanda M. Baxley is an associate at Herring Mills & Kratt, PLLC. She practices in the areas of Estate Planning, Estate Administration, and Real Estate. Despite the common misconception, everyone dies leaving an “estate.” Simply defined, an estate is everything that you own all the way from your dog to your $1 million beach property. Whether [...]

2019-01-03T17:02:41-05:00June 6th, 2012|Elder Law, Estate Planning|
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