curtcpa.com RSS Feed https://curtcpa.com/ Take a look at our recent blog posts and client newsletter articles. en-us Mon, 01 Feb 2021 09:00:00 -0600 Mon, 01 Feb 2021 09:00:00 -0600 What's New for 2020 Tax Returns https://www.curtcpa.com/newsletter.php#2 Taxpayers should be aware of several key items involving credits, deductions, and refunds when filing their tax returns this year. Mon, 01 Feb 2021 09:00:00 -0600 https://www.curtcpa.com/newsletter.php#2 Taxable vs. Nontaxable Income https://www.curtcpa.com/newsletter.php#5 Are you wondering if there's a hard and fast rule about what income is taxable and what income is not taxable? The quick (and easy) answer is that all income is taxable unless the law specifically excludes it. Mon, 01 Feb 2021 09:00:00 -0600 https://www.curtcpa.com/newsletter.php#5 Tax Filing Season Starts February 12 https://www.curtcpa.com/newsletter.php#1 The IRS begins accepting and processing 2020 tax year returns on Friday, February 12, 2021. Mon, 01 Feb 2021 09:00:00 -0600 https://www.curtcpa.com/newsletter.php#1 Social Security Benefits and Taxes: The Facts https://www.curtcpa.com/newsletter.php#4 Generally, you pay federal income taxes on your Social Security income only if you have other substantial income in addition to your benefits. Mon, 01 Feb 2021 09:00:00 -0600 https://www.curtcpa.com/newsletter.php#4 Employer Tax Credit Extended for Payroll Workers https://www.curtcpa.com/newsletter.php#3 Extended through June 30, 2020, the Employee Retention Credit helps businesses keep their employees on the payroll - despite the challenges posed by COVID-19. Mon, 01 Feb 2021 09:00:00 -0600 https://www.curtcpa.com/newsletter.php#3 The COVID-related Tax Relief Act of 2020 https://www.curtcpa.com/newsletter.php#4 The Consolidated Appropriations Act, 2021, which was signed into law on December 27, 2020, contains a number of tax provisions - among them pandemic relief for businesses and individuals. Fri, 01 Jan 2021 09:00:00 -0600 https://www.curtcpa.com/newsletter.php#4 Important Tax Changes for Individuals and Businesses https://www.curtcpa.com/newsletter.php#1 Each year brings changes to current tax law, and this year is no different. From tax rate schedules to health savings accounts and adoption credits, here's what you need to know. Fri, 01 Jan 2021 09:00:00 -0600 https://www.curtcpa.com/newsletter.php#1 Identity Protection PIN Available To All Taxpayers https://www.curtcpa.com/newsletter.php#2 Starting in January 2021, the IRS Identity Protection PIN Opt-In Program will be expanded to include all taxpayers who can properly verify their identity. Fri, 01 Jan 2021 09:00:00 -0600 https://www.curtcpa.com/newsletter.php#2 Credit Reports: What You Should Know https://www.curtcpa.com/newsletter.php#3 Periodically reviewing your credit report is an effective way to prevent credit card fraud and could alert you to signs of identity theft. Fri, 01 Jan 2021 09:00:00 -0600 https://www.curtcpa.com/newsletter.php#3 Small is Still Beautiful https://www.curtcpa.com/blog.php?id=192 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Wed, 22 Nov 2017 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=192 Client Clips https://www.curtcpa.com/blog.php?id=193 Mon, 06 Nov 2017 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=193 International Stocks https://www.curtcpa.com/blog.php?id=191 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Thu, 02 Nov 2017 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=191 Bitcoin https://www.curtcpa.com/blog.php?id=190 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Wed, 04 Oct 2017 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=190 Qualified Charitable Distributions https://www.curtcpa.com/blog.php?id=188 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 05 May 2017 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=188 Are you Tempted to Cheat on Your Taxes? https://www.curtcpa.com/blog.php?id=187 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 07 Apr 2017 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=187 Scams https://www.curtcpa.com/blog.php?id=186 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 24 Mar 2017 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=186 The Market Beaters https://www.curtcpa.com/blog.php?id=185 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 24 Feb 2017 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=185 Valuations & Prices https://www.curtcpa.com/blog.php?id=184 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 17 Feb 2017 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=184 The Dangerous Side of ETFs https://www.curtcpa.com/blog.php?id=183 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 10 Feb 2017 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=183 They Won\'t Admit They\'re Sick https://www.curtcpa.com/blog.php?id=182 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 27 Jan 2017 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=182 Stay disciplined and don't worry about stock predictions. https://www.curtcpa.com/blog.php?id=181 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 13 Jan 2017 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=181 Does money buy you happiness? https://www.curtcpa.com/blog.php?id=180 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Thu, 05 Jan 2017 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=180 5 Ways To Prepare For Retirement https://www.curtcpa.com/blog.php?id=179 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 02 Dec 2016 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=179 Predictions Do Not Work https://www.curtcpa.com/blog.php?id=177 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 11 Nov 2016 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=177 Longevity https://www.curtcpa.com/blog.php?id=176 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 04 Nov 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=176 Wells Fargo Scandal https://www.curtcpa.com/blog.php?id=175 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 14 Oct 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=175 Harvard Study https://www.curtcpa.com/blog.php?id=174 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 30 Sep 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=174 Why does accounting matter to a stock investor? https://www.curtcpa.com/blog.php?id=173 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 23 Sep 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=173 3 Bills To Pay Off Before Retirement https://www.curtcpa.com/blog.php?id=172 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 16 Sep 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=172 SigFig Investment Tracking Service https://www.curtcpa.com/blog.php?id=171 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 02 Sep 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=171 Mindset (Part 2) https://www.curtcpa.com/blog.php?id=170 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 26 Aug 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=170 Lifestyle Planning https://www.curtcpa.com/blog.php?id=169 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 12 Aug 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=169 How's your Confidence? https://www.curtcpa.com/blog.php?id=168 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 29 Jul 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=168 Mindset (Part 1) https://www.curtcpa.com/blog.php?id=167 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 22 Jul 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=167 11 Signs That You Own The Right Investment (Part 3) https://www.curtcpa.com/blog.php?id=166 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 08 Jul 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=166 11 Signs that you own the right investment portfolio (Part 2) https://www.curtcpa.com/blog.php?id=165 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Thu, 30 Jun 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=165 11 Signs that you own the right investment portfolio (Part 2) https://www.curtcpa.com/blog.php?id=164 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Thu, 30 Jun 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=164 Brexit 1.2.3. https://www.curtcpa.com/blog.php?id=163 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 24 Jun 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=163 11 Signs you own the right investment portfolio. https://www.curtcpa.com/blog.php?id=162 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 17 Jun 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=162 Siegel\'s Prediction https://www.curtcpa.com/blog.php?id=161 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 10 Jun 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=161 Buy, Hold and Rebalancing Works https://www.curtcpa.com/blog.php?id=160 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 03 Jun 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=160 Millennial Initiative (Part 2) https://www.curtcpa.com/blog.php?id=159 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 27 May 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=159 The Millennial Initiative (Part 1) https://www.curtcpa.com/blog.php?id=158 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 20 May 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=158 What are your chances of being audited? https://www.curtcpa.com/blog.php?id=157 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 13 May 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=157 Big Changes for the Broker-Dealers https://www.curtcpa.com/blog.php?id=156 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 06 May 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=156 Can You Retire Comfortably? https://www.curtcpa.com/blog.php?id=154 . Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1 st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 22 Apr 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=154 Buy, Hold, and Rebalance https://www.curtcpa.com/blog.php?id=153 Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1 st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 15 Apr 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=153 Keep Investing Simple https://www.curtcpa.com/blog.php?id=152 Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1 st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 01 Apr 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=152 Health Insurance Tax Credit https://www.curtcpa.com/blog.php?id=151 Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1 st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 18 Mar 2016 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=151 Don\'t Chase Performance, Diversify. https://www.curtcpa.com/blog.php?id=150 Donâ??t Chase Performance, Diversify! Today Curtis and Lauren will talk about why Erickson Wealth and Tax Management recommend diversified portfolios instead of individual stock picking. There are a couple legendary names who are individual stock pickers. One of the most legendary is Warren Buffet of Berkshire Hathaway. He has picked companies such as American Express and other companies to fill his portfolio. In 2015, a diversified portfolio was basically flat, meaning it didnâ??t make or lose any money. Warren Buffetâ??s holding lost 12.5% in that same year. The other legendary investor is Carl Icahn who runs a hedge fund and briefly flirted with a stint to be Donald Trumpâ??s Treasury Secretary. Carl posted his worst financial investment losses since the financial crisis because he was so invested in oil. His portfolio dropped 18% in 2015. Lauren and Curtis believe that chasing performance or track record investing doesnâ??t work for most people. Most of the time when someone has a really great year, itâ??s because they took great risks. The risks they take may not be apparent to the average investor. So when you look back at Buffet or Icahnâ??s past investments, you see that they had great returns, but what you donâ??t see is the risks they took to receive those great returns. For example, Icahn took a concentrated risk in oil and it didnâ??t work out for him last year. In other years he could have done great, but at what risk? So, if you had tried to chase Carl Icahnâ??s performance because of his past track record, you would have had a pretty bad year in 2015 and also in 2014. The takeaway from this episode is often making individual stock picking doesnâ??t always pay off. Thank you for watching this episode of EricksonTV. We will see you next time. Fri, 11 Mar 2016 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=150 Best places to retire to reduce overall costs in retirement. https://www.curtcpa.com/blog.php?id=149 . Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1 st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 04 Mar 2016 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=149 Buybacks https://www.curtcpa.com/blog.php?id=148 . Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1 st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Mon, 29 Feb 2016 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=148 Millennials https://www.curtcpa.com/blog.php?id=147 . Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1 st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 19 Feb 2016 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=147 The History of the Previous Market Declines https://www.curtcpa.com/blog.php?id=146 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Thu, 04 Feb 2016 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=146 Don't make this mistake due to the current market https://www.curtcpa.com/blog.php?id=145 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Thu, 28 Jan 2016 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=145 National Pastime https://www.curtcpa.com/blog.php?id=144 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Thu, 14 Jan 2016 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=144 GET (Guaranteed Education Tuition) https://www.curtcpa.com/blog.php?id=143 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Tue, 29 Dec 2015 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=143 60/40 https://www.curtcpa.com/blog.php?id=142 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec . Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Mon, 21 Dec 2015 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=142 Active vs. Passive Funds https://www.curtcpa.com/blog.php?id=141 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 11 Dec 2015 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=141 Who do you trust for Financial Advice https://www.curtcpa.com/blog.php?id=140 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management- We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: 206-284-9900 Fax: 206-289-5900 curt@curtcpa.com Wed, 02 Dec 2015 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=140 Tapping Into your 401K https://www.curtcpa.com/blog.php?id=139 On this episode of EricksonTV, Curtis and Lauren discuss the repercussions of taking a loan out of your 401K. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Thu, 15 Oct 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=139 Global Equity Market https://www.curtcpa.com/blog.php?id=138 On this episode of EricksonTV, Curtis and Lauren discuss how volatility is back in the global equity markets. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Thu, 08 Oct 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=138 Stock Market Outlooks for Fall https://www.curtcpa.com/blog.php?id=137 On this episode of EricksonTV, Curtis and Lauren discuss a recent article discussing the stock market outlooks. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Thu, 01 Oct 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=137 Life Expectancy and Possibilities https://www.curtcpa.com/blog.php?id=136 On this episode of EricksonTV, Curtis discusses a recent study about the Life expectancy of men, women and couples. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 25 Sep 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=136 Who Owns the US Debt? https://www.curtcpa.com/blog.php?id=134 On this episode of EricksonTV, Curtis and Lauren discuss who really owns the US National Debt. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Wed, 02 Sep 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=134 Stock Corrections Part 2 https://www.curtcpa.com/blog.php?id=133 On this episode of EricksonTV, Curtis and Lauren discuss the second half of the Stock Corrections article. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Wed, 02 Sep 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=133 Is College Worth It? https://www.curtcpa.com/blog.php?id=135 On this episode of EricksonTV, Curtis and Lauren discuss if a college degree is really needed for your career. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Wed, 02 Sep 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=135 Stock Corrections https://www.curtcpa.com/blog.php?id=131 On this episode of EricksonTV, Curtis and Lauren discuss the recent stock market corrections. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 28 Aug 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=131 Never Leave Home Again https://www.curtcpa.com/blog.php?id=130 On this episode of EricksonTV, Curtis and Lauren discuss an article regarding using smartphone apps for absolutely everything you need. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Thu, 20 Aug 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=130 Retirement Statements https://www.curtcpa.com/blog.php?id=129 On this episode of EricksonTV, Curtis and Lauren discuss an article about the affects of you viewing your retirement statements regularly. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Thu, 13 Aug 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=129 IRS Scam Calls https://www.curtcpa.com/blog.php?id=127 On this episode of EricksonTV, Curtis and Lauren discuss an article about scammers calling and pretending to be the IRS. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Thu, 06 Aug 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=127 The Allure of Annuities https://www.curtcpa.com/blog.php?id=126 On this episode of EricksonTV, Curtis and Lauren discuss the truth behind investing in annuities. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Thu, 30 Jul 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=126 Making a Will https://www.curtcpa.com/blog.php?id=125 On this episode of EricksonTV, Curtis and Lauren discuss a survey about how many Americans don't have or don't think they need to have a will. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Thu, 23 Jul 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=125 Market Time Investing https://www.curtcpa.com/blog.php?id=123 On this episode of EricksonTV, Curtis and Lauren discuss market timing and strategies for investing. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Wed, 15 Jul 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=123 Discussing Money with Your Partner https://www.curtcpa.com/blog.php?id=122 On this episode of EricksonTV, Curtis and Lauren discuss a recent survey about how couples do not discuss how much they earn and finances with one another. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Thu, 09 Jul 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=122 State Run Retirement Program https://www.curtcpa.com/blog.php?id=121 On this episode of Erickson TV, Curtis and Lauren discuss a recently implemented state run program that requires employees to have to a retirement savings account. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Thu, 02 Jul 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=121 Even the Wealthy Worry https://www.curtcpa.com/blog.php?id=120 On this episode of EricksonTV, Curtis and Lauren discuss a survey about how the wealthy still continue to worry about money and debt. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 26 Jun 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=120 Regret and Worry https://www.curtcpa.com/blog.php?id=119 On this episode of Erickson TV, Curtis and Lauren discuss reasons we tend worry and how much people regret worrying. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 19 Jun 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=119 IRA Balances https://www.curtcpa.com/blog.php?id=118 On this episode of Erickson TV, Curtis and Lauren discuss the make-up of all U.S. retirement plan assets. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 12 Jun 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=118 Why Financial Advisers Might Lie https://www.curtcpa.com/blog.php?id=117 One this episode of Erickson TV, Curtis and Lauren discuss a recent article about why financial advisers might lie to their clients. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 05 Jun 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=117 Economic Forecasts https://www.curtcpa.com/blog.php?id=116 On this episode of Erickson TV, Curtis and Lauren discuss an article regarding how listing to economic forecasts can lead you astray. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 29 May 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=116 Robo Advisors Part Two https://www.curtcpa.com/blog.php?id=115 On this episode of Erickson TV, Curtis and Lauren discuss part two of the robo-advisors that are coming on the scene at some financial institutions. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Thu, 21 May 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=115 Robo Advisors Part One https://www.curtcpa.com/blog.php?id=113 On this episode of Erickson TV, Curtis and Lauren discuss the rise of robo advisors in place of financial advisors. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 15 May 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=113 Financial Questions for the Older Generation on Retirement https://www.curtcpa.com/blog.php?id=112 On this episode of Erickson TV, Curtis and Lauren discuss how older investors view retirement. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 08 May 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=112 Financial Questions for the Younger Generation https://www.curtcpa.com/blog.php?id=111 On this episode of Erickson TV, Curtis and Lauren discuss a recent survey asking our younger generation a few financial questions. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 01 May 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=111 First Quarter Stock Performance https://www.curtcpa.com/blog.php?id=110 On this episode of Erickson TV, Curtis and Lauren discuss how certain stocks performed in the first quarter. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 24 Apr 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=110 Tax Return Poll https://www.curtcpa.com/blog.php?id=109 On this episode of Erickson TV, Curtis and Lauren discuss what people tend to do with their tax refunds. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 10 Apr 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=109 Homeowners Deductions https://www.curtcpa.com/blog.php?id=108 On this episode of Erickson TV, Curtis and Lauren discuss the tax benefits of owning a home. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 03 Apr 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=108 Crazy Tax Deductions: Part 3 https://www.curtcpa.com/blog.php?id=107 On this episode of Erickson TV, Curtis and Lauren discuss the third and final part of the 10 crazy sounding tax deductions that the IRS say are legit. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 27 Mar 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=107 Crazy Tax Deductions: Part 2 https://www.curtcpa.com/blog.php?id=106 On this episode of Erickson TV, Curtis and Lauren continue to discuss the 10 crazy sounding tax deductions that the IRS says are legit. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 20 Mar 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=106 Crazy Tax Deductions: Part 1 https://www.curtcpa.com/blog.php?id=105 On this episode of Erickson TV, Curtis and Lauren discuss a recent article in Forbes magazine about some of the craziest tax deductions. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 13 Mar 2015 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=105 Proposal for New Rules https://www.curtcpa.com/blog.php?id=104 On this episode of Erickson TV, Curtis and Lauren discuss President Obama's new proposed tax and investing rules. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 06 Mar 2015 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=104 Current Trends for Tax Season: Part 2 https://www.curtcpa.com/blog.php?id=103 Curtis and Lauren discuss the second half of the article regarding current trends for the upcoming tax season. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 27 Feb 2015 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=103 Current Trends for Tax Season: Part 1 https://www.curtcpa.com/blog.php?id=102 On this episode of Erickson TV, Curtis and Lauren discuss a recent survey regarding new trends you might see in this tax season. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 20 Feb 2015 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=102 Multi-Generational Households https://www.curtcpa.com/blog.php?id=101 On this episode of Erickson TV, Curtis and Lauren discuss a recent survey regarding multi-generational households and how they could influence the economy. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 13 Feb 2015 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=101 Preferred Investments https://www.curtcpa.com/blog.php?id=100 On this episode of Erickson TV, Curtis and Lauren discuss a recent survey from Bankrate.com regarding a group of individuals preferred investments. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 06 Feb 2015 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=100 Can the Super Bowl predict the stock market? https://www.curtcpa.com/blog.php?id=99 On this episode of Erickson TV, Curtis and Lauren discuss a USA Today article relating the Super Bowl winner to stock market predictions. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 30 Jan 2015 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=99 Investor Activity https://www.curtcpa.com/blog.php?id=98 On this episode of Erickson TV, Curtis and Lauren discuss a SigFig, a service that tracks investors investing activities. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 23 Jan 2015 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=98 Who to Trust for Financial Advice https://www.curtcpa.com/blog.php?id=97 On this episode of Erickson TV, Curtis and Lauren discuss a recent poll about who people tend to trust for financial advice. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 16 Jan 2015 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=97 Investing Worldwide https://www.curtcpa.com/blog.php?id=96 On this episode of Erickson TV, Curtis and Lauren discuss the international stock market and the changes that can occur with our currencies. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 09 Jan 2015 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=96 Contentment Factor https://www.curtcpa.com/blog.php?id=95 On this episode of Erickson TV, Curtis and Lauren discuss an article by financial planner Scott Burns talking about how retirement is marketed to retirees and pre-retirees. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 02 Jan 2015 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=95 Tax Changes for 2015 https://www.curtcpa.com/blog.php?id=94 On this episode of Erickson TV, Curtis and Casey McKinlock discuss some tax changes for 2015 that need to be acted upon before the end of the year. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Wed, 24 Dec 2014 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=94 Stock Predictions https://www.curtcpa.com/blog.php?id=93 On this episode of Erickson TV, Curtis and Lauren discuss an article regarding financial experts forecasts on the stock market. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Mon, 22 Dec 2014 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=93 Americans Flunk Retirement: Part 2 https://www.curtcpa.com/blog.php?id=91 On this episode of Erickson TV, Curtis and Lauren discuss the second half of the questions and answers to the "Americans Flunk Retirement" quiz. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 12 Dec 2014 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=91 Americans Flunk Retirement: Part 1 https://www.curtcpa.com/blog.php?id=90 In this episode of Erickson TV, Curtis and Lauren discuss the answers to a quiz by USA Today about retirement income literacy. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 05 Dec 2014 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=90 When to Take Social Security https://www.curtcpa.com/blog.php?id=89 On this episode of Erickson TV, Curtis and Lauren talk about the risks of taking social security before you reach retirement age. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 28 Nov 2014 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=89 Covering Costs During Retirement https://www.curtcpa.com/blog.php?id=88 On this episode of Erickson TV, Curtis and Lauren how much a recent study says you need to save to cover medical bills in retirement. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 21 Nov 2014 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=88 International Investing https://www.curtcpa.com/blog.php?id=87 On this episode of Erickson TV, Curtis and Lauren discuss international investing and the ups and downs of the stock market. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 14 Nov 2014 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=87 Will Robots Take Over our Jobs? https://www.curtcpa.com/blog.php?id=86 In this episode of Erickson TV, Curtis and Lauren discuss a prediction of a significant loss of lowered skilled type jobs to be replaced by robots. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 07 Nov 2014 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=86 Preparing to Leave your Career Behind and Retire https://www.curtcpa.com/blog.php?id=85 In this episode of Erickson TV, Curtis and Lauren discuss how you prepare for leaving your career and make sure you don't lose your identity. Fri, 31 Oct 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=85 5 Star Rating https://www.curtcpa.com/blog.php?id=84 In this episode of Erickson TV, Curtis and Lauren discuss investment funds using the 5 star rating. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 24 Oct 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=84 Rebalance https://www.curtcpa.com/blog.php?id=83 In this episode of Erickson TV, Curtis and Lauren discuss re-balancing and that you should buy when the market is low and sell when its high. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Mon, 20 Oct 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=83 How do you make Decisions? https://www.curtcpa.com/blog.php?id=82 http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 10 Oct 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=82 Is the Recession Over? https://www.curtcpa.com/blog.php?id=81 In this episode of Erickson TV, Curtis and Lauren discuss a recent survey published about whether or not individuals believe the recession is over. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 03 Oct 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=81 Fears of Retirement https://www.curtcpa.com/blog.php?id=80 In this episode of Erickson TV, Curtis and Lauren discuss the fears individuals have about running out of money to live on during retirement. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 26 Sep 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=80 Procrastination https://www.curtcpa.com/blog.php?id=71 In this episode of Erickson TV, Curtis and Lauren discuss a recent survey published about procrastination and the way we put things into boxes in our brains. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 19 Sep 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=71 Where to put your money upon retirement https://www.curtcpa.com/blog.php?id=67 In this episode of Erickson TV, Curtis and Lauren discuss if you should leave your money in your employers 401K or roll it to an IRA upon retirement. Fri, 12 Sep 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=67 Alternative Funds https://www.curtcpa.com/blog.php?id=65 In this episode of Erickson TV, Curtis and Lauren discuss different types of alternative funds. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 05 Sep 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=65 Sandwich Generation https://www.curtcpa.com/blog.php?id=64 In this episode of Erickson TV, Curtis and Lauren discuss the sandwich generations road to retirement. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 29 Aug 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=64 Communication is Key https://www.curtcpa.com/blog.php?id=63 In this episode of Erickson TV, Curtis and Lauren discuss the lack of communication between couples on retirement. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com Fri, 22 Aug 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=63 Regrets from the Past: Part 2 https://www.curtcpa.com/blog.php?id=62 On this episode of Erickson TV, Curtis and Lauren discuss the second half of the article in USA Today about the regrets of people 60 and over. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Fri, 15 Aug 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=62 Regrets from the Past: Part 1 https://www.curtcpa.com/blog.php?id=61 In this episode of Erickson TV, Curtis and Lauren discuss the statistics associated with a survey about what regrets people age 60 and older have. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. Mon, 11 Aug 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=61 Living the American Dream https://www.curtcpa.com/blog.php?id=60 In this episode of Erickson TV, Curtis and Lauren discuss the realities of living the American dream. Fri, 01 Aug 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=60 The True Meaning of Funds' Star Ratings https://www.curtcpa.com/blog.php?id=59 In this episode of EricksonTV, Curtis and Lauren discuss the usefulness, or lack thereof, of funds' star ratings. Fri, 25 Jul 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=59 Back to Summer School Series: Rebalancing https://www.curtcpa.com/blog.php?id=58 In the final installment of their Back to Summer School Series, Curtis and Lauren discuss investor turnover trends and the one kind of trading that makes sense. Fri, 11 Jul 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=58 Back to Summer School Series: Investment Tracking by Trade Activity https://www.curtcpa.com/blog.php?id=57 In Part IV of our Back to Summer School Series, Curtis and Lauren discuss the findings of SigFig, an organization that tracks over half a million investment accounts with total assets of $200 billion Fri, 11 Jul 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=57 Back to Summer School Series: Passive vs Active Investing https://www.curtcpa.com/blog.php?id=54 In Part I of the new Back to Summer School Series, Passive vs Active Investing, Curtis and Lauren explain the difference between the two investing models and why they think one is better than the other. Fri, 13 Jun 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=54 Back to Summer School Series: Indexes that Make a Difference https://www.curtcpa.com/blog.php?id=56 In Part III of EricksonTV's 2014 Back to Summer School Series, Curtis and Lauren look at both US and international indexes while exploring the factors make a difference. Thu, 12 Jun 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=56 Back to Summer School Series: Legendary Passive Investing Advocates https://www.curtcpa.com/blog.php?id=55 In Part II of EricksonTV's new Back to Summer School Series, Curtis and Lauren talk about Warren Buffett, Charles Schwab, and the differences between index funds, ETFs, and sector ETFs. Wed, 11 Jun 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=55 EricksonTV Greatest Hits: Procrastination? Just do it https://www.curtcpa.com/blog.php?id=53 This time, Curtis and Lauren discuss why we procrastinate, how it negatively affects our ability to benefit from tax and investment planning, and what we can do to change our behavior. Fri, 06 Jun 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=53 A Balancing Act - Funding the Now and the Future https://www.curtcpa.com/blog.php?id=52 In this episode of EricksonTV, Curtis and Lauren discuss a survey on retirement savings fears and habits. They also explore what keeps people from saving for the future even when they want to. Fri, 30 May 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=52 The Healthiest States for Retirees https://www.curtcpa.com/blog.php?id=51 Today on EricksonTV, Curtis and Lauren discuss United Health Foundation report on the healthiest and least healthy states for retirees including what factors correlate to healthy rankings. Fri, 23 May 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=51 Avoiding Fake IRS Scammers https://www.curtcpa.com/blog.php?id=50 Fri, 16 May 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=50 Retirement Preparedness by Generation https://www.curtcpa.com/blog.php?id=49 In this episode of EricksonTV, Curtis and Lauren compare the different retirement saving strategies employed by Baby Boomers, Generation X, and Millennials. Fri, 09 May 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=49 Stock Return Predictability https://www.curtcpa.com/blog.php?id=48 Today on EricksonTV, Curtis and Lauren discuss a Vanguard study that explored which, if any, factors can help predict stock returns Fri, 02 May 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=48 The Centenarian Life https://www.curtcpa.com/blog.php?id=47 This time on EricksonTV, Curtis and Lauren discuss a survey of those age 100 and older in the US and how living longer requires your assets to live longer too. Fri, 25 Apr 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=47 The Heartbleed Bug https://www.curtcpa.com/blog.php?id=46 In this episode of EricksonTV, Curtis and Lauren discuss the ins and outs of the Heartbleed Bug. Fri, 18 Apr 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=46 Mickey Rooney & The Importance of Estate Planning https://www.curtcpa.com/blog.php?id=45 Curtis and Lauren discuss the recent death of Mickey Rooney and the benefits of estate planning, no matter how large or small the estate. Fri, 11 Apr 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=45 EricksonTV Greatest Hits: Filing an Extension for your Return https://www.curtcpa.com/blog.php?id=44 On this episode of EricksonTV, Curtis and Lauren discuss the pros and cons of filing an extension for your tax return. Fri, 04 Apr 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=44 EricksonTV Greatest Hits: The Beginning of the Tax Return https://www.curtcpa.com/blog.php?id=43 Seeing as we are in the thick of tax season, we thought it would be a great time to bring you one of our EricksonTV Greatest Hits, from October 2011, chronicling the evolution of the tax return. Fri, 28 Mar 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=43 The Spouses\' Dilemma: Filing Jointly or Separately https://www.curtcpa.com/blog.php?id=42 In this episode of EricksonTV, Curtis discusses the exceptions to the general rule that married couples should file jointly. Fri, 21 Mar 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=42 Active Funds vs Passive Funds https://www.curtcpa.com/blog.php?id=41 Today on EricksonTV, Curtis and Lauren explain the difference between active funds and passive funds and examine the possible outcomes over different periods of time. Fri, 14 Mar 2014 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=41 Retirement Readiness by State https://www.curtcpa.com/blog.php?id=40 In this episode of EricksonTV, Curtis and Lauren discuss a recent report analyzing each state's retirement readiness, highlighting the most and least prepared states. Fri, 07 Mar 2014 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=40 Social Security, Stealth Taxes, & The Middle Class https://www.curtcpa.com/blog.php?id=39 Today on EricksonTV, Curtis and Lauren discuss the taxes on Social Security benefits currently in place, how they affect the middle class, and the bill that could change them. Fri, 28 Feb 2014 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=39 Google Fiber https://www.curtcpa.com/blog.php?id=38 Today on EricksonTV, Curtis and Lauren discuss Google Fiber including where it's going, how it's being used, and how it's helping. Fri, 21 Feb 2014 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=38 401(k)s - Get Planning https://www.curtcpa.com/blog.php?id=37 In this episode of EricksonTV, Curtis and Lauren discuss how the recent increase in 401(k) balances isn't as great as it seems and why you should start saving for retirement now. Fri, 14 Feb 2014 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=37 The Affordable Care Act: Exceptions https://www.curtcpa.com/blog.php?id=36 In part two of the series on the Affordable Care Act, Curtis and Lauren discuss the exceptions to the penalties in place for lack of insurance. Fri, 07 Feb 2014 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=36 The Affordable Care Act: Penalties https://www.curtcpa.com/blog.php?id=35 Curtis and Lauren discuss the way in which the penalties for not having proper insurance are calculated and why owing the IRS money might be a good thing. Fri, 31 Jan 2014 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=35 Security Breaches & A Small Company Tilt https://www.curtcpa.com/blog.php?id=34 In this episode of EricksonTV, Curtis and Lauren discuss a small company with an innovative way to fight internet security breaches. They then explore the idea of giving your investment portfolio a small company tilt. Fri, 24 Jan 2014 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=34 Getting In Touch With The IRS https://www.curtcpa.com/blog.php?id=33 In the first EricksonTV episode of 2014 Curtis and Lauren discuss the difficulties people face when trying to get in touch with the IRS including why their customer service is lacking and how tax professionals can help. Fri, 10 Jan 2014 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=33 2014 Investing Resolutions - Part II https://www.curtcpa.com/blog.php?id=31 In Part II of 2014 Investing Resolutions, Curtis and Lauren discuss the merit of three New Year's resolutions for investors as outlined by USA Today. Tue, 31 Dec 2013 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=31 2014 Investing Resolutions - Part I https://www.curtcpa.com/blog.php?id=30 In Part I of the newest EricksonTV series, 2014 Investing Resolutions, Curtis and Lauren urge everyone to stop stock picking and listening to so-caled financial experts' bold predictions. Fri, 27 Dec 2013 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=30 Retirement Planning for the Self-Employed https://www.curtcpa.com/blog.php?id=29 In this episode of EricksonTV, Curtis and Lauren explore the results of a survey by USA Today on the current retirement planning trends of the self-employed. Fri, 20 Dec 2013 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=29 Get In & Stay In https://www.curtcpa.com/blog.php?id=28 In this episode of EricksonTV, Curtis and Lauren discuss the flaws of market timing and explain how staying disciplined can improve your portfolio performance. Fri, 13 Dec 2013 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=28 Women & The Financial Industry https://www.curtcpa.com/blog.php?id=27 In this episode of EricksonTV, Curtis and Lauren explore why women can, especially in the past, have a hard time working with financial advisors, and what can be done to change it. Fri, 06 Dec 2013 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=27 Positive Trends to be Thankful For https://www.curtcpa.com/blog.php?id=26 In this episode of EricksonTV, Curtis and Lauren discuss current positive trends we can all be thankful for this Thanksgiving. Wed, 27 Nov 2013 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=26 Health Directives: A Real Life Story https://www.curtcpa.com/blog.php?id=25 In this episode of EricksonTV, Lauren tells Curtis about his father's recent passing and how it taught him the importance of working out your medical Power of Attorney and completing your health directives. Fri, 22 Nov 2013 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=25 Mark Matson - Back on the Air https://www.curtcpa.com/blog.php?id=24 Fri, 15 Nov 2013 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=24 Anything But The Mortgage Process https://www.curtcpa.com/blog.php?id=23 In this episode of EricksonTV, Curtis and Lauren take a look at what people would rather do than go through the challenge of the mortgage process again. Fri, 08 Nov 2013 09:00:00 -0600 https://www.curtcpa.com/blog.php?id=23 Phantom Gains https://www.curtcpa.com/blog.php?id=22 In this episode of EricksonTV, Curtis and Lauren dispute the idea that the 3rd quarter's gains were phantom gains by explaining the factors that drive the stock market. Fri, 01 Nov 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=22 Index Investing Part II: Passive Management https://www.curtcpa.com/blog.php?id=21 In Part II of the Index Investing series, Curtis and Lauren discuss the difference between active and passive management and explain the benefits of using structured passive funds. Fri, 25 Oct 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=21 Index Investing Part I: The Economics Nobel https://www.curtcpa.com/blog.php?id=20 In this episode of EricksonTV, Curtis and Lauren begin their two-part discussion on index funds and investing by explaining the research done by the three winners of the Nobel Prize for Economics and how they tie together. Fri, 18 Oct 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=20 Retirement Expectations & Reality https://www.curtcpa.com/blog.php?id=19 Curtis and Lauren discuss the lack of realism among people in terms of what it takes to keep up a certain standard of living in retirement. Fri, 11 Oct 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=19 Government Shutdowns https://www.curtcpa.com/blog.php?id=18 In light of the government shutdown Tuesday, Curtis and Lauren use this week's episode to discuss the fact that, historically, stock have shrugged off previous shutdowns. Fri, 04 Oct 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=18 The Nuts & Bolts of the Affordable Care Act https://www.curtcpa.com/blog.php?id=17 In this episode of EricksonTV, Curtis and Lauren discuss the Affordable Care Act and who it will and will not impact starting Tuesday, October 1, 2013. Fri, 27 Sep 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=17 Time Flies https://www.curtcpa.com/blog.php?id=16 In this episode of EricksonTV, Curtis and Lauren discuss a recent study on the perception of time and how it might help to explain the common experience of time speeding up with age. Fri, 20 Sep 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=16 The Problem with Predictions https://www.curtcpa.com/blog.php?id=15 Curtis and Lauren draw a comparison between hurricane prediction and stock prediction. Fri, 13 Sep 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=15 The Wall of Worry https://www.curtcpa.com/blog.php?id=14 Curtis & Lauren discuss the "Wall of Worry" in investing. Fri, 06 Sep 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=14 A Working Retirement https://www.curtcpa.com/blog.php?id=13 In this installment of EricksonTV, Curtis and Lauren discuss the reality of a working retirement and give suggestions for the best way to go about it. Fri, 30 Aug 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=13 Living to Age 120 https://www.curtcpa.com/blog.php?id=12 Today on EricksonTV, Curtis and Lauren discuss Americans' response to the prospect of living to 120 and explore the possible reasons they feel they way they do. Fri, 23 Aug 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=12 401(k) Loans https://www.curtcpa.com/blog.php?id=11 In this episode of EricksonTV, Curtis and Lauren discuss 401(k) loans and why in general they should be avoided. Fri, 16 Aug 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=11 Your Brain in Retirement: Use It or Lose It https://www.curtcpa.com/blog.php?id=10 Today on EricksonTV Curtis and Lauren discuss a recent study showing that later retirement may reduce risk for dementia and how you can achieve that reduced risk without retiring later. Fri, 09 Aug 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=10 Golf & Taxes https://www.curtcpa.com/blog.php?id=9 In this episode of EricksonTV, Curtis and Lauren discuss Phil Mickelson's big win in the British Open, his subsequent tax rates, and how passively investing can lower your taxes. Fri, 02 Aug 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=9 Rebalancing 101 https://www.curtcpa.com/blog.php?id=8 Curtis and Lauren go over the basics of rebalancing and why it is necessary. Fri, 26 Jul 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=8 Beatlemania & The Importance of Equity Investments https://www.curtcpa.com/blog.php?id=7 Today on EricksonTV, Curtis and Lauren compare the increase in Beatles/Paul McCartney ticket prices and the S&P 500 between 1964 and now and how it just goes to show equity investments are necessary for maintaining a standard of living in retirement. Fri, 19 Jul 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=7 SEC Approves Hedge Fund Advertisements https://www.curtcpa.com/blog.php?id=6 In this episode of EricksonTV Curtis and Lauren discuss the SEC's decision to drop the ban on hedge fund advertisements. They go over the difference between hedge funds and mutual funds and why the ban might still be a good idea. Fri, 12 Jul 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=6 Bond Funds & Gold Funds https://www.curtcpa.com/blog.php?id=5 Curtis discusses the ongoing trend of moving money from stock and equity funds to bond and gold funds and why that may not be the best idea. Fri, 05 Jul 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=5 Can Money Buy Happiness? https://www.curtcpa.com/blog.php?id=4 In this episode of EricksonTV, Curtis and Lauren discuss whether or not money can truly buy happiness and how the capability of happiness is on a relative scale. Fri, 28 Jun 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=4 Revised IRA Rule Helps Retirees https://www.curtcpa.com/blog.php?id=3 In this installment of EricksonTV, Curtis and Lauren discuss the IRA rule that was recently revised by Freddy Mac and how it benefits retirees by increasing their ability to refinance. Fri, 21 Jun 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=3 Global Poverty on the Decline https://www.curtcpa.com/blog.php?id=1 In this episode of EricksonTV, Curtis and Lauren discuss the United Nation's most recent report on global poverty, the reduction of poverty worldwide, and what that means for global investors. Tue, 18 Jun 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=1 3D Printing & Economic Growth https://www.curtcpa.com/blog.php?id=2 In this episode of EricksonTV, Curtis and Lauren explain the process of 3D printing and why it makes them optimistic for future economic growth. Tue, 18 Jun 2013 09:00:00 -0500 https://www.curtcpa.com/blog.php?id=2