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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The New Tax Law

Time to review your estate plan - Under the new tax law, very few estates will pay federal estate tax. But that doesn’t mean you should cross estate planning off your to-do list. Even though you probably won’t need to worry about estate taxes, you still need to understand [...]

2020-02-14T16:44:12-05:00January 14th, 2019|Elder Law, Estate Planning|
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“Long-Term Care”–Three Words that Can Forever Change a Family

Three words families want to hear are “I love you.” Three words families don’t want to hear are “long-term care.” But these are words that many families learn the hard way when a loved one’s extended care event begins. Long term care is assistance provided to loved ones because [...]

2022-08-17T15:57:23-04:00October 27th, 2018|David Haynes, Insurance|
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New Tax Law May Limit Your Deductible Charitable Contributions

I was recently at a gathering of friends and the discussion turned to the new tax law. Several of them admitted they may not be able to deduct annual contributions to their favorite charities due to these recent changes. While I don’t know if this fact will alter their commitment [...]

2019-06-11T15:31:36-04:00July 5th, 2018|Financial Planning & Money Management|
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Facts About Taking Social Security Abroad

A new report from International Living describes various ways retirees can access their benefits from abroad, allowing Baby Boomers to retire sooner and more comfortably where their dollars stretch. As retirement funds shrink and the buying power of a Social Security check declines, living for less in a good-value locale overseas is looking smarter to many. It's one way to [...]

2018-04-02T16:40:00-04:00April 2nd, 2018|Financial Planning & Money Management|
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Find Your Inner Drive

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. What is Retirement after all? Let me suggest it is a gateway to a new and reinvented version of "You." Indeed, any major life change - a move to a new city, job [...]

2019-01-17T20:22:28-05:00December 14th, 2017|Financial Planning & Money Management|
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Stay Safe from Fraud and Scams

Doug Dickerson, State Director,AARP North Carolina Fraud targeting older adults is on the rise which is why AARP is working with the Attorney General, the Secretary of State, the Department of Health and Human Services, law enforcement and other partners to fight fraud that targets older adults. Last year in North Carolina, according to 2014 Consumer Sentinel Data, there were [...]

2021-07-23T13:30:12-04:00December 14th, 2017|Financial Planning & Money Management, Resources|
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