Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Supporting Your Spouse Through Dementia

Gates Pass Advisors

A Path of Compassion and Strength In moments that challenge us to our core, where the predictability of life ebbs away, and we face the raw realities that accompany diagnoses like dementia, it’s the strength of our bonds that light the way. Remember that your relationship, built on years of love, trust, and shared experiences,…

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Engaging a Fiduciary for your Dependent Adult Child

Engaging a Fiduciary for your Dependent Adult Child in CA

Embracing the Future with Confidence At Gates Pass Advisors, we find that many prospective clients tell us with some trepidation, “My family situation is a little unusual.”  I always smile a bit to myself as I think just about all our clients’ family situations are a ‘little unusual’ in one way or another—including my own….

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Navigating towards Retirement:
Hope and Strategy for the Gen Xer’s

Gen Xers Navigating Towards Retirement

A Message of Hope and Strategy from Gates Pass Advisors for the Gen Xer Community Gen Xers face unique challenges as they stand at the threshold of their potential retirement years. More than 1 in 5 say they may never have the funds to retire1. As the oldest Gen Xer approaches that symbolic age of…

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Celebrating Your Financial Freedoms

Celebrating Financial Freedoms

Pausing on the eve of Independence Day, we want to express our gratitude for living in a free nation with the freedom and right to pursue happiness, as established in the Declaration of Independence.  And to further express appreciation to the many individuals who sacrificed much, even their own lives, so we can enjoy these…

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Uncertainty, Outcomes and Our Decisions

Uncertainty, Outcomes & Our Decisions

The brain has a lot of gray matter but hates gray areas. It’s a finely tuned planning machine, constantly craving certainty to chart the best path forward. And when we’re left hanging without the facts, we get agitated. Perhaps you’ve found yourself thinking, “I don’t care if the news is good or bad, just tell…

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Addressing Longevity Risk: The Importance of Financial Planning

Addressing Longevity Risk: The Importance of Financial Planning

Overview of Financial Planning Importance This document is about the importance of financial planning in addressing longevity risk and ensuring a secure and comfortable retirement. Gates Pass Advisors Real Client Stories Just this last week I met with the heads of two households – one who has been a client for over 20 years and…

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Your Marriage Needs a CFO and a COO: Insights on Marriage and Finances

Your Marriage Needs a CFO and COO

Introduction Marriage, often portrayed as a romantic union between two people, requires more than just love and affection to thrive; it requires insights on marriage and finances.  Have you noticed that, while technology makes it easier to handle things like banking, working from home, and shopping, it seems we are not really relieved of time…

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