Getting There Resources2022-06-22T17:16:57-05:00

from:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

from:

YOUR GATES PASS PERSONAL FINANCIAL GUIDES

from:

YOUR GATES PASS PERSONAL FINANCIAL GUIDES

Gates Pass Advisor Erik Schei Passes CeFT Certification

June 22, 2022|

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 [...]

FINANCIAL PLANNING AFTER A LOSS: 3 Things to Look For In An Advisor

May 26, 2022|

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 sell the house? Should I move closer to my children? Should I change [...]

Is 2022 the Year of the Next Financial Crisis? Maybe Not

May 19, 2022|

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 employment be lost? Is 2022 going to be the year of a new [...]

Regarding HENRYs: Getting Your Assets in Order

May 19, 2022|

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 - their current financial choices can either set them up for failure or [...]

 

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