Erik Klinger - Oak Gate Wealth Advisors

Erik Klinger - Oak Gate Wealth Advisors Financial Advisor, AWMA®, CRPC®, CEPA® - Oak Gate Wealth Advisors

07/17/2026

It’s one of the first things new employees are asked to do: Enroll in a workplace retirement plan. Before doing so, though, they should ask themselves a few basic questions.

07/15/2026

The Treasury Department announced that Trump Accounts can accept donations of public stock, saying it will help philanthropists contribute.

07/13/2026

A family limited partnership is a partnership agreement that exists between family members.

07/10/2026

A charitable lead trust is a trust with both charitable and noncharitable beneficiaries. It is called a lead trust because the charity is entitled to the lead (or first) interest in the trust property, and the noncharitable beneficiary receives the remainder (or second-in-line) interest. The operati...

07/08/2026

After a divorce, it's important to take a fresh look at your finances.

07/06/2026

We need to restructure healthcare, treat food as medicine and embrace eating programs that work in the long term.

07/03/2026

A 401(k) wraparound plan is a nonqualified deferred compensation (NQDC) plan that supplements or "wraps around" the already existing tax-qualified 401(k) plan that you offer to your employees. It also allows both you and your employees to make contributions that exceed the limits imposed on contribu...

07/01/2026

One way is to call your existing lender and try to negotiate a lower rate.

06/29/2026

The estate tax is a tax on property that is transferred to others upon your death.

06/26/2026

Active and passive portfolio management both have advantages and disadvantages.

Address

10000 Washington Boulevard, Suite 600
Culver City, CA
90232

Telephone

+14243435126

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