Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

39 — What to Keep in Mind This Tax Season

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Navigate this tax season with Esther’s guide on what to keep in mind this year — especially for people in transition Discover how last year’s market returns might impact your planning and what to consider when reviewing your investments Resources: Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn

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GATES PASS ADVISORS TEAM

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K. Esther Szabo, CFP®(opens in new tab)

Certified Financial Transitionist®
Founder and CEO

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Erik Schei, CFP®, CFA(opens in new tab)

Certified Financial Transitionist®
Senior Advisor

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