Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo, CFP®
Esther Szabo, CFP®

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei, CFA
Erik Schei, CFA

When Life Changes, Your Plan Should Too

Life seldom moves in a straight line. It is a sequence of transitions, each with its own financial implications.  Careers evolve, families grow, retirements begin, homes need to be sold and reset, and sometimes unexpected events change the path entirely. Each of these moments can bring financial decisions that feel complex ...
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Your Marriage Needs a CFO and a COO: Insights on Marriage and Finances

September 8, 2023

Introduction Marriage, often portrayed as a romantic union between two people, requires more than just love and affection to thrive; it requires insights on marriage and finances.  Have you noticed …

VIDEO: Behavioral Finance – The Magnificence of Diversification

August 30, 2023

Behavioral Finance Video: The Magnificence of Diversification Diversification isn’t just for risk management… it can increase returns too!  This video is narrated by Jay Mooreland, the CEO of the …

Supporting Maui Fire Victims: Where to Donate and Make a Difference

August 24, 2023

I was unable to sleep Friday night.  It’s not unusual for me to wake up in the night.  My failsafe go-to is to turn on a podcast.  99 times out …

VIDEO: Behavioral Finance – First Half Market Review

July 20, 2023

Behavioral Finance Video: First Half Market Review An eventful start to 2023 with a few important lessons to help us make better investment decisions. This video is narrated by Jay …

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