Getting There Blogs
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
From:
YOUR GATES PASS
PERSONAL FINANCIAL GUIDES
When We Becomes Me
The Common Thread in Every
New Beginning
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.
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.
Check out our Getting There Podcasts