Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei

Starting Over

August 26, 2026

Divorce is not only a legal transition - it is a financial identity transition. For many women, it means moving from managing finances jointly or perhaps relying on a spouse to handle certain financial responsibilities to becoming solely responsible for every financial decision. Suddenly, decisions that were once made as a ...

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 …

VIDEO: Behavioral Finance – Climbing the Wall of Worry

February 7, 2023

Behavioral Finance Video: CLIMBING THE WALL OF WORRY Climbing the wall of worry is the tendency for markets to rise despite always have something to worry about. And 2023 is …