Getting There Blogs
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
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Maximizing RSU Grants
7 SURPRISING COLLEGE PLANNING TIPS!
What We Learned From Dr. Nancy Paul
Some of us may recollect when going to college was a realistic and reasonably affordable way to a secure career path. Today, that notion is long gone. Now, parents desperately …
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MOVING FORWARD IN UNCERTAIN TIMES
An Economic Downturn is an Ideal Time to Explore Your Financial Options
Many people are experiencing a heightened sense of uncertainty this year. The most obvious reason for this is the increase in consumer prices… or inflation. How many of your recent …
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SUDDEN MONEY INSIGHTS PODCAST
Esther Szabo Invited as Guest Speaker
Gates Pass Advisor’s own Esther Szabo, CeFT® is a guest on the May 24 episode of the “Sudden Money Insights” podcast. In this episode, Esther shares with host, Susan Bradley, the …
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VIDEO: Behavioral Finance – Attention Allocation
Behavioral Finance Video by Jay Mooreland, MS, CFP® ATTENTION ALLOCATION You may be familiar with the term asset allocation, which is how we divide up our assets (stocks, bonds, cash …
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