Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei

Starting Over

August 26, 2026

Divorce is not only a legal transition - it is a financial identity transition. For many women, it means moving from managing finances jointly or perhaps relying on a spouse to handle certain financial responsibilities to becoming solely responsible for every financial decision. Suddenly, decisions that were once made as a ...

When We Becomes Me

August 10, 2026

There are few life transitions more profound than losing a spouse.
In an instant, life changes in ways that extend far beyond grief. This was my journey!

The Common Thread in Every New Beginning

July 6, 2026

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

June 1, 2026

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

May 13, 2026

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.