Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Regarding HENRYs
Getting Your Assets in Order

Have you heard about HENRYs? An acronym for “High Earners, Not Rich Yet,” the term has risen in popularity in recent years and refers to those who have acquired a healthy income, namely six figures, but have no solid financial planning to grow their savings for the future. The HENRYs are at an important crossroads…

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55‌. ‌How‌ ‌to‌ ‌Navigate‌ ‌the‌ ‌Medicare‌ ‌Maze‌ ‌—‌ ‌With‌ ‌Marcia‌ ‌Mantell‌ ‌

Join Esther Szabo and retirement expert Marcia Mantell to learn everything you need to know about navigating the Medicare maze Learn the hidden nuances of when and how to use Medicare and useful resources for increasing your Medicare knowledge Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Episode 54: Do’s and…

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54 – Do’s and Don’ts Of Social Security in the age of COVID-19 — With Marcia Mantell

Join Esther Szabo and Social Security expert Marica Mantell as they discuss important important considerations and highlight why proactive planning is important –especially for women Discover what women need to know when making Social Security decisions so they can can maximize their benefits Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn |…

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