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.

Categories

Financial Steps after a Spouse’s Death – Part II

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 [email protected]. 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, [...]

2019-01-19T16:13:54-05:00April 13th, 2011|Estate Planning, Financial Planning & Money Management|
Read More

Financial Steps after a Spouse’s Death – Part I

Linda P. Erickson, CFP, is the President of Erickson Advisors and a Registered Principal offering securities through Cetera Advisor Networks, LLC 336-274-9403 [email protected] Death can be sudden, or it can be long in coming, perhaps even a relief. However death may come to a family, it brings with it a flood of emotions and a psychic disconnect from the [...]

2019-01-19T16:22:05-05:00April 13th, 2011|Estate Planning, Financial Planning & Money Management|
Read More

On Creating a Retirement Income

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 [email protected]. Do you have a GPS in your car?  You just hop in the car, punch in the destination, and a lovely voice leads you to where you want to go. If only retirement [...]

2019-01-19T16:27:27-05:00April 13th, 2011|Financial Planning & Money Management|
Read More

Hiring a Professional

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 [email protected]. At some point in every big household project, I say to myself –“Why didn’t I hire someone to do this?” As I get older, with maybe a little less energy to throw at [...]

2019-01-19T16:33:55-05:00April 13th, 2011|Financial Planning & Money Management|
Read More

Required Minimum Distributions – What, Why, and How

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 [email protected]. Everybody knows that you must begin taking money out of your retirement accounts at age 70½. Sounds simple, but maybe it’s not. How, exactly, and when, exactly, should you go about taking that [...]

2019-01-19T17:07:08-05:00April 13th, 2011|Financial Planning & Money Management|
Read More

Highlighting Medicare Supplement Changes

By Raymond C. Richard, the President and Chief Executive Officer of The Pinnacle Benefits Group, a national distributor of health and life insurance products. Medigap policies, commonly referred to as Medicare Supplement Insurance, is private insurance designed to help fill the gaps in Medicare Part A (Hospital Coverage, Skilled Nursing Facility, Hospice and Home Health Care), and Part B (Doctors [...]

2010-10-27T16:12:38-04:00October 27th, 2010|Insurance|
Read More

Managing Finances for an Elderly Loved One

By: Patty Adams - Marketing Officer of CareGrade.com Managing finances for an elderly loved one can be a complex process. Many families find the subject of finances awkward and avoid discussing it until a crisis arises. There are steps you can (and should) take to put a financial plan in place before it becomes necessary. Remember that laws regarding matters [...]

2010-04-27T15:58:04-04:00April 27th, 2010|Financial Planning & Money Management|
Read More

How To Consult an Elder Law Attorney

By: Guide to Retirement Living What is an Elder Law Attorney? Since retirement living decisions are becoming increasingly complex, seniors often find themselves searching for someone who can cater to their specific legal needs. An elder law attorney is an individual who specializes in areas of the law that are particularly relevant to senior citizens and their family members. Elder [...]

2010-04-01T18:32:48-04:00April 1st, 2010|Elder Law|
Read More

The Flaws That Can Threaten Your Financial Well-Being

You don’t have to be a financial expert to achieve financial success, but you do need to avoid some key fatal flaws that can threaten your future financial well-being. According to Lois Vitt, Ph.D. and Karen Murrell, co-authors of the book You and Your Money: A No-Stress Guide to Becoming Financially Fit, there are common flaws that seem benign at [...]

2010-04-01T18:31:59-04:00April 1st, 2010|Financial Planning & Money Management|
Read More

How To Protect Yourself from Health Care Fraud and Abuse

Information about escalating health care costs is everywhere. What consumers often fail to realize, however, is that much of this inflation is due to health care fraud and abuse. A large portion of these costly crimes are committed against seniors and directly affect the way Medicare and Medicaid dollars are spent. In an effort to combat these abuses, the Administration [...]

2010-04-01T18:30:49-04:00April 1st, 2010|Elder Law|
Read More
Go to Top