Since 2019, Associate Advisor Erik Schei has bridged the gap between customers and expert financial planning through effective communication. Erik started his career in investment management in 2006 and soon saw a need for trusted advisors who have the knowledge to manage investments but can also serve as a guide to financial planning that caters…
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
WOMEN DESERVE TO BE HEARD
Gender Inequality in the Financial Industry
Ask any woman about her experience with unequal treatment by professionals and she’s sure to have more than one example. Women are all too familiar with being overlooked, ignored, and put on the back burner when their male counterparts are in the room. Consider these scenarios: A doctor dismisses valid symptoms, blaming them on hysteria…
FINANCIAL PLANNING AFTER A LOSS
3 Things to Look For In An Advisor
Facing the loss of a partner can be overwhelming. Almost immediately, you may be expected to make financial decisions that impact your future. But when it feels like the rug is pulled out from under you, financial planning might be the last thing on your mind. Some immediate questions that may surface include: Do I…
Is 2022 the Year of the Next Financial Crisis? Maybe Not
Just when it seemed like the world was coming out of a two-year-long pandemic, the war in Ukraine has gas prices soaring and tensions about the future on the rise. Headlines touting Inflation and Recession have people worried about what this year will mean for their finances, both in the short and long term. Will recent gains in…
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…
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…
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 |…