Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo, CFP®

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei, CFA

When Technology Changes Faster Than We Can Measure

AI, Uncertainty, and the Importance of Financial Planning

May 29, 2026

Artificial intelligence is already reshaping the economy in ways both visible and difficult to measure. As Greg Ip recently wrote in The Wall Street Journal: “AI is more like a hurricane-strength weather system making itself felt across the entire economy. It is distorting the stock market, profits, the speed and composition ...

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. …

WHEN BANKS FAIL: Weathering The SVB Collapse

March 13, 2023

Every year we do a market forecast where our first statement is: “This year we will be surprised by something we didn’t see coming, that no-one predicted”. Last Monday, if …

3 Steps to Effective Goal Setting

March 1, 2023

What do you want to accomplish? Successful goal setting starts with the answer to this question. But it doesn’t stop there. It also explores the obstacles you might encounter along …

A LIVE DISCUSSION
MARRIED WITH ASSETS: A Couples Guide to Navigating Financial Complexity

February 9, 2023

Wednesday February 22nd | 11:00am PST | 45 minutes LIVE DISCUSSION – MARRIED WITH ASSETS: A Couples Guide to Navigating Financial Complexity Join us on February 22nd for this 45-minute …