All Media List
Steven Evensen - End of Year Planning | Gerber Kawasaki
2025 is less than two months away! As the year comes to a close, GK Financial Advisor Steven Evensen shares a few important steps to ending the year strong!
Steven Evensen - Budgeting Shouldn't Be Spooky | Gerber Kawasaki
Creating your budget doesn’t need to be spooky! This October, GK Financial Advisor, Steven Evensen shares three tips that he uses to help his clients create and follow their monthly budget.
Steven Evensen - Life Insurance Simplified | Gerber Kawasaki
While Life Insurance can be a daunting subject to discuss, GK Financial Advisor Steven Evensen breaks down everything you need to know to make sure your family’s financial future is safe.
Steven Evensen - The 529 Is More Than Just Tuition | Gerber Kawasaki
While the 529 Savings Plan helps millions of Americans afford tuition each year, there are many other ways the funds can be used to benefit students. Check in with Financial Advisor Steven Evensen to learn the many ways 529 savings can be utilized.
Steven - Becoming A Millionaire | Steven Evensen
Did you know that saving just a few hundred dollars every month can help you become a millionaire? This week, GK Financial Advisor Steven Evensen explains how pairing consistency with the power of compound interest can help you retire with seven figures!
Steven Evensen - Understanding Behavioral Biases | Gerber Kawasaki
Worried your subconscious biases may be getting in the way of your investing efficiency? Check in with GK Financial Advisor Steven Evensen to find out how behavioral bias may be affecting you.
Steven Evensen - Important Tax Documents | Gerber Kawasaki
April can be a nightmare if you aren’t prepared for tax season. Luckily, GK Financial Advisor Steven Evensen has you covered! Here is a concise list of the most important tax documents to put together as soon as possible.
Steven Evensen - Write Down and Share Your Financial Goals | Gerber Kawasaki
At GK, your financial goals are our 2024 goals! This week, Financial Advisor Steven Evensen shares several studies that demonstrate the most effective ways to set your goals for the year.
Steven Evensen - A Simplified Guide To Gift Taxes For Families | Geber Kawasaki
In the season of gifting, it’s important to make sure your understanding of gift-taxes is up to date. Check in with GK Financial Advisor Steven Evensen to make sure your holiday gifts stay with you.
Steven Evensen - Maximizing Work Benefits: End-of-Year Planning Essentials | Gerber Kawasaki
As the end of the year approaches, are you taking full advantage of all your possible tax benefits? Financial Advisor Steven Evensen is here to help you maximize your savings before its too late!
Steven Evensen - A Guide To Simplify Your Budget | Gerber Kawasaki
Budgets are spooky, but GK Financial Advisor Steven Evensen is here to help you make friends with the good green goblin - Money. Use his guide to ensure your future is protected!
The SECURE Act 2.0 | Steven Evensen
Financial Advisor Steven Evensen discusses how the SECURE Act 2.0 will impact your 529 Plans and ABLE Accounts when it is put into effect in 2024.
Steven Evensen - 3 Things To Do Immediately If You Win the $1.35 billion Mega Millions Jackpot | Fox 5
When you win the lottery, you’re given the choice between taking a lump sum cash amount and annuity payments. Which choice is better? Financial Advisor Steven Evensen compares the two options.
Achieving Financial Independence: A Comprehensive Look at the 4% Rule
Financial Advisor Steven Evensen shares the importance of using the 4% rule when saving for retirement.
Make the most of your credit card points this summer!
Looking to maximize your credit card points? Check out this breakdown from Financial Advisor Steven Evensen, CFP ®️ on some of his key strategies on how to make the most of your credit card rewards.
Lifestyle Creep: The Investor's Silent Dilemma
As financial advisors, its our responsibility is to help investors make informed decisions to grow and protect their wealth. One subtle threat to long-term wealth accumulation that we often see slip under the radar is lifestyle creep. When you get a new job or raise, its enticing to bump up your lifestyle as well, but doing so too early can largely impact your finances down the line.
Don’t Stress, Make Your April Less Taxing
Filing taxes can be stressful – especially if you have multiple sources of income. Here's a quick guide from our Get Invested Team on what you need to file your taxes and make your April less… “taxing.
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Expert Advice: Finding Affordable Life Insurance
Life insurance is an integral part of your financial plan. Financial Advisor Steven Evensen answers commonly asked questions regarding types of insurance policies for Money Geek. Starting your life insurance policy young can put you at a huge advantage. Do you have a life insurance policy?