Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

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YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

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Forecast Follies

Forecast Follies – The Behavioral Finance Network Video

It’s that time of year when forecasts abound.  Experts telling us what they expect the market to do in 2025. But we want to make sure investment decisions are driven ...
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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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