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 ...

VIDEO: Behavioral Finance – A Glimpse of the Markets Future

June 13, 2023

Behavioral Finance Video: A fun game in prospective hindsight…what would you do if you knew certain things about the market’s future? Your friend comes back from the future and shares …

The Eventual Recession

May 12, 2023

Since early last year economists, market experts, and even corporate CEOs have been predicting a recession for this year. We have heard that word ‘recession’ a lot. Then, with inflation …

VIDEO: Behavioral Finance – Danger: Headlines Ahead

April 4, 2023

Behavioral Finance Video: Danger: Headlines Ahead Mark Twain said, “Never let the truth get in the way of a good story.” It might be more applicable today if he said, …

5 Common Obstacles to Achieving Your Goals

March 23, 2023

Reaching your goals requires not only setting attainable goals and gathering the people and tools needed to accomplish them, but also understanding how to maneuver around obstacles along the way. …