Getting There Blogs
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
From:
YOUR GATES PASS
PERSONAL FINANCIAL GUIDES
When Success Creates a New Chapter
Starting Over
Divorce is not only a legal transition – it is a financial identity transition.
Suddenly, decisions that were once made as a couple belong solely to you.
When We Becomes Me
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
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.
Check out our Getting There Podcasts