I was unable to sleep Friday night. It’s not unusual for me to wake up in the night. My failsafe go-to is to turn on a podcast. 99 times out of 100 I get right back to sleep easily. Friday night the podcast I selected was an episode of “The Daily” entitled “How A Paradise…
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
7 Tips for Navigating Loss During the Holidays
For those that have experienced loss, the holidays can be a tough time. Mourning a spouse, child, other family member, or even a pet can make it difficult to get through what should is supposed to be “the most wonderful time of the year”. Dr. Moira Somers, a neuropsychologist and leading practitioner in the field…
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….
Managing Divorce With Children
Managing Divorce With Children Divorce is never easy. It can be a painful situation for everyone involved, especially children. Divorce attorney Paul Seabrook likens the process to a house fire. It can catch children by surprise, creating a sudden need for an emergency response team to do damage control and help everyone come to terms…
RELIABLE CONFIDENCE DURING UNCERTAINTY
3 Steps to Trusting Your Decisions
Investors face a very different environment today. While the future is always uncertain, today’s environment may be even more uncertain. We are living in a time of increasing inflation, increasing interest rates, and tighter fiscal and monetary policy. We aren’t used to this. Making good decisions is always desirable. But when we face greater uncertainty,…
Chaotic Markets, Economic Uncertainty, and Some Good News – Webinar Replay
Webinar Replay Chaotic Markets, Economic Uncertainty, and Some Good News A LIVE DISCUSSION Thanks to those who attended our LIVE DISCUSSION via Zoom yesterday. Below is the video of our meeting if you’d like to watch it again. If there are any other financial questions that Erik or I could answer for you, feel free…
STOP THINKING ABOUT IT
How Fear Can Lead to Bad Investment Choices
If you’ve already made some wrong investment choices over the years, that’s okay. Mistakes are opportunities for us to learn and grow from. What’s not okay is making the same mistakes over and over. Jay Moreland, founder of Behavioral Finance Network, recently appeared on Getting There. He offers some simple words of wisdom: stop tinkering…
Gates Pass Advisor Erik Schei Passes CeFT Certification
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 serve as a guide to financial planning that caters…
WOMEN DESERVE TO BE HEARD
Gender Inequality in the Financial Industry
Ask any woman about her experience with unequal treatment by professionals and she’s sure to have more than one example. Women are all too familiar with being overlooked, ignored, and put on the back burner when their male counterparts are in the room. Consider these scenarios: A doctor dismisses valid symptoms, blaming them on hysteria…
FINANCIAL PLANNING AFTER A LOSS
3 Things to Look For In An Advisor
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…