Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo, CFP®

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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 ...

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 …

8 Ways to Protect Your Home and Assets

January 31, 2023

For many people, property and casualty insurance policies are too often an afterthought. However, if the unexpected happens and adequate protection is not in place, the best financial plans and …

6 Tips to Help with Estate Planning for Children with Special Needs

January 11, 2023

6 Tips to Help with Estate Planning for Children with Special Needs The day-to-day challenges around caring for a child with special needs can make it difficult to think ahead. …

VIDEO: Behavioral Finance – 3 Investment Lessons From 2022

January 11, 2023

Behavioral Finance Video: 3 INVESTMENT LESSONS FROM 2022 1st Lesson – Surprises Happen In 2022, we were surprised by the Russian invasion of Ukraine. We also experienced record high gas …