Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

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From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

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A Personal Thanksgiving Story

A Personal Thanksgiving Story

The impact of direct giving. Like many students, Esther faced the dual challenge of maintaining her grades and securing enough funds to meet her educational expenses. To help pay her ...
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8 Ways to Protect Your Home and Assets

January 31, 2023

For many people, property and casualty insurance policies are too often an afterthought. However, if the unexpected happens and adequate protection is not in place, the best financial plans and …

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6 Tips to Help with Estate Planning for Children with Special Needs

January 11, 2023

6 Tips to Help with Estate Planning for Children with Special Needs The day-to-day challenges around caring for a child with special needs can make it difficult to think ahead. …

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VIDEO: 3 Investment Lessons From 2022 -Gates Pass Advisors

VIDEO: Behavioral Finance – 3 Investment Lessons From 2022

January 11, 2023

Behavioral Finance Video: 3 INVESTMENT LESSONS FROM 2022 1st Lesson – Surprises Happen In 2022, we were surprised by the Russian invasion of Ukraine. We also experienced record high gas …

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4 Ways to Control Your Spending, Part 2 - Gates Pass Advisors

4 Ways to Control Your Spending – Part 2

December 12, 2022

In our previous blog, 4 ways to Control Your Spending – Part 1, we looked at four tips to help you get a handle on your spending. Alison Salisbury, owner and founder …

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