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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Protecting Assets from Con Artists

Over a period of five years “Jeremy,” a con artist now doing time, worked a number of gold coin scams. “We would tell people that gold would absolutely double in value in the next one-to-two years,” he said from his jailhouse cell. and “they would be able to rely on its making them far more money than any other investment [...]

2021-07-23T13:31:35-04:00September 11th, 2017|Financial Planning & Money Management|
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Financial Hospice Eases Passage

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 loss of a loved one never comes at a convenient time. It may or may not offer time to prepare for the passage. Ready or not, however, when the time comes the [...]

2019-01-17T20:20:51-05:00April 20th, 2017|Estate Planning|
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Fighting Identity Theft and Fraud

Doug Dickerson, State Director,AARP North Carolina All too often, North Carolinians are falling prey to scams and cons that are threatening both our financial and retirement security. The North Carolina Department of Justice (NCDOJ), just one of many state agencies handling consumer fraud complaints, received nearly 66,000 reports of identity theft and fraud according to recent information compiled by the [...]

2021-07-23T13:36:57-04:00April 20th, 2017|Financial Planning & Money Management, Resources|
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Staving off a Poverty Crisis

Doug Dickerson, State Director,AARP North Carolina “How can North Carolinians foster savings and staff off a poverty crisis? “If you have a pension, you’re one of the lucky ones,” says a Duke economist, acknowledging that over the past few decades most employers have shifted away from maintaining a pension fund for their workers and former employees. Increasingly, it’s up to [...]

2021-07-23T13:37:08-04:00January 9th, 2017|Financial Planning & Money Management|
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Enhancing Lifestyle through Decades

Nina Lloyd is a Certified Financial Planner® and Chartered Financial Planning Counselor®. She is managing advisor of the Triangle office of Opus Financial Advisors. Ever wonder how to take your retirement years from good to great? You can’t skimp on planning, saving, or diversifying. In addition to traditional retirement strategies, below you’ll find a few common practices we’ve found that [...]

2017-01-09T17:47:54-05:00January 9th, 2017|Financial Planning & Money Management|
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Saving with a Donor’s Trust Account

By Jeff Zysik Co-founder of Charitable Entity Administration, LLC (CEA) There are many methods and platforms for carrying-out your charitable giving. In recent years, however, one charitable vehicle has zoomed to the fore-front of charitable planning — the donor-advised fund, or DAF. Why? Because in addition to offering the most attractive tax deduction rules, donor-advised accounts provide flexibility that other [...]

2017-01-09T17:24:49-05:00January 9th, 2017|Financial Planning & Money Management|
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Advantages of a Roth IRA

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. Just to review: What is a Roth IRA? A Roth IRA is funded with “after tax” dollars, grows free of all income and capital gains taxes, and produces no income tax upon withdrawal. [...]

2019-01-19T12:15:42-05:00January 8th, 2017|Financial Planning & Money Management|
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SHIIP is Not Just for Seniors

The services of SHIIP, the Seniors’ Health Insurance Program of the North Carolina Department of Insurance, are not only for people aged 65 and older. SHIIP also provides free counseling about Medicare to people on Medicare due to a disability.  Before you can receive Medicare due to a disability, you must have received Social Security Disability Insurance for a period [...]

2019-01-02T18:23:53-05:00November 9th, 2016|Insurance, Resources|
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