Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo, CFP®

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei, CFA

The Common Thread in Every
New Beginning

July 6, 2026

Every Transition Has a Story Over the coming weeks, we will offer a 5-part series titled “Women in Transition: Rebuilding Financial Confidence After Change.” Over the course of this series, we will explore some of life's most significant transitions: Loss of a spouse Divorce Business or professional success A spouse’s health ...

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. …

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 …