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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VIDEO: Behavioral Finance – The Virtue of Strategic Ignorance

September 8, 2022

Behavioral Finance Video by Jay Mooreland, MS, CFP® THE VIRTUE OF STRATEGIC IGNORANCE Strategic ignorance is a positive quality. It is choosing to ignore information that is detrimental to our …

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7 College Tips

7 Surprising College Planning Tips!

September 2, 2022

Some of us may recollect when going to college was a realistic and reasonably affordable way to a secure career path. Today, that notion is long gone. Now, parents desperately …

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7 College Tips

7 SURPRISING COLLEGE PLANNING TIPS!
What We Learned From Dr. Nancy Paul

August 11, 2022

Some of us may recollect when going to college was a realistic and reasonably affordable way to a secure career path. Today, that notion is long gone. Now, parents desperately …

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MOVING FORWARD IN UNCERTAIN TIMES
An Economic Downturn is an Ideal Time to Explore Your Financial Options

August 10, 2022

Many people are experiencing a heightened sense of uncertainty this year. The most obvious reason for this is the increase in consumer prices… or inflation. How many of your recent …

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