Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo, CFP®

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei, CFA

Designing Your Retirement

May 13, 2026

Retirement Series: “Transitions with Intention” - Part 3** **If you missed part 1 or part 2, they are available on our website at this link. A Morning of Meaningful Conversations Last weekend, I had the opportunity to volunteer on behalf of our professional association, The Financial Planning Association, at my local ...

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 …