Every Transition Has a Story:
Over the coming weeks, we will offer a 5-part series titled “Women in Transition: Rebuilding Financial Confidence After Change.” Over the course of this series, we will explore some of life’s most significant transitions.
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
The Common Thread in Every
New Beginning
AI, Uncertainty, and the Importance of Financial Planning
Artificial intelligence is already reshaping the economy in ways both visible and difficult to measure. Over the past several years, and most recently in our April Economic and Market Review video, we have been discussing the impact of AI with clients. These conversations often include the growing concentration within the S&P 500 among companies investing heavily in AI infrastructure, the unknown implications of future productivity gains, and the uncertainty surrounding long-term employment and career longevity.
Designing Your Retirement
PART THREE:
Last weekend, I had the opportunity to volunteer on behalf of our professional association, The Financial Planning Association, at my local library.
Free financial planning sessions were offered on a first-come, first-served basis. We met for 30-minute sessions to answer whatever questions people had about their personal finances. All volunteers were kept busy.
The Emotions Behind Financial Planning
Every so often, a client says something that perfectly captures the emotional side of financial planning.
They recognize that their retirement plan needs growth over time. And yet, they are worried.
What Surprises People Most in the First Year of Retirement
PART TWO:
Many people expect retirement to feel like crossing the finish line after a long and demanding marathon, a well-earned exhale filled with rest, freedom, and rejuvenation.
But in our experience working with clients at Gates Pass Advisors, the emotional and personal phases of retirement can be more complex than expected.
Moving From Recognized Achievement to Retirement
PART ONE:
Rethinking Success: The Transition into Retirement.
A recent article in the WSJ, “Career and Leadership Newsletter”, written by Carol Hymowitz, caught my attention. It shared the story of a highly successful, driven woman who described her transition into retirement, not as a gradual slowing down, but as a shift prompted by unexpected health challenges, including fractures and a minor heart attack linked to anxiety.
When Life Changes, Your Plan Should Too
Life seldom moves in a straight line. It is a sequence of transitions, each with its own financial implications. Careers evolve, families grow, retirements begin, homes need to be sold and reset, and sometimes unexpected events change the path entirely. Each of these moments can bring financial decisions that feel complex or overwhelming.
After The Holidays:
At this point, the holidays seem a distant memory … until the bills arrive. January is when the credit card statements can feel heavier, especially in a high-cost state where housing, insurance, healthcare, and taxes already demand careful attention, and during a time of national unrest.
To Single Moms: Happy Mother’s Day!
You’re Not Just a Mother, You’re a Superhero. Mother’s Day. It’s a day filled with brunch reservations, bouquets, and heartfelt appreciation for the incredible women who raised us. But for single moms, the day can be tinged with a different kind of feeling. Maybe it’s a heightened awareness of the empty space at the table,…
How Professional Organizers Can Help with the Divorce Process
How Professional Organizers Can Help with the Divorce Process Divorce is not just a painful process for all involved, it can also be complicated and difficult to navigate. Even after settling big issues like custody of children and division of financial assets, there are still all the details involved with turning one household into two….