Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

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PERSONAL FINANCIAL GUIDES

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Gates Pass Advisors

Supporting Your Spouse Through Dementia

A Path of Compassion and Strength In moments that challenge us to our core, where the predictability of life ebbs away, and we face the raw realities that accompany diagnoses ...
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Is 2022 Wiping Out my 2021 Retirement Plan - Webinar

Is 2022 Wiping Out My 2021 Retirement Plan? – Webinar Replay

October 4, 2022

Webinar Replay Is 2022 Wiping Out My 2021 Retirement Plan? A LIVE DISCUSSION Thanks to those who attended our LIVE DISCUSSION via Zoom. Below is the video of our meeting …

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Gates Pass Advisors - Chasing Returns to Get to Safety

Chasing Returns to Get to Safety

September 14, 2022

A favorite (and costly) pastime of investors is to invest in assets that have recently done well. This happens in good times as investors seek better returns, and they happen …

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REAL FINANCIAL PLANNING FOR HENRYs
4 Ways High Earners Can Strategize for the Future

September 9, 2022

Are you a HENRY? If the term is new to you, HENRY is an acronym for High Earner, Not Rich Yet. It describes younger, high-income professionals who have the potential …

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HOW TO CHOOSE THE RIGHT RETIREMENT COMMUNITY
Top Tips From Dr. Jim McCabe

September 9, 2022

There’s a lot to consider when it comes to retirement living options. Dr. Jim McCabe, president of Eldercare Resources, helps hundreds of families with elder care, retirement, and long-term care …

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