Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei

When We Becomes Me

August 10, 2026

Rebuilding Financial Confidence After the Loss of a Spouse There are few life transitions more profound than losing a spouse. In an instant, life changes in ways that extend far beyond grief. Along with the emotional loss comes a new reality; one that often includes making financial decisions alone for the ...

VIDEO: Behavioral Finance – Timely Economic Perspectives

November 1, 2023

Behavioral Finance Video: Timely Economic Perspectives The media has been talking about several “threats” to the economy. We break down these “threats” to provide a helpful perspective. This video is …

Successful Investing: The Cost of Timing The Market

October 5, 2023

It is not unusual for us to be asked whether we should be changing a portfolio of stocks given ‘all the bad news’. Why is it that many investors feel …

VIDEO: Behavioral Finance – The ABCs of Successful Investing

September 21, 2023

Behavioral Finance Video: The ABCs of Successful Investing Just as the ABCs are foundational to a child’s education, the ABCs of successful investors are foundational to aspiring investors. This …

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 …