Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo, CFP®
Esther Szabo, CFP®

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei, CFA
Erik Schei, CFA

When Life Changes, Your Plan Should Too

Life seldom moves in a straight line. It is a sequence of transitions, each with its own financial implications.  Careers evolve, families grow, retirements begin, homes need to be sold and reset, and sometimes unexpected events change the path entirely. Each of these moments can bring financial decisions that feel complex ...
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5 Ways to Maximize your Employee Benefits

November 2, 2022

5 Ways to Maximize your Employee Benefits Looking through an employee benefits packet can be overwhelming, especially if you just started a new position. But the decisions you make about …

Taking Care of Medicare in the United States

October 31, 2022

Taking Care of Medicare in the United States In the United States, Medicare can be a confusing subject to navigate, especially alone. With the annual enrollment period open from October …

Cash Isn’t King: Avoiding Hindsight Bias In Turbulent Markets

October 19, 2022

Cash Isn’t King: Avoiding Hindsight Bias In Turbulent Markets As we fully enter the fall season, the markets continue to seesaw dramatically. Some are lamenting why they weren’t in cash from …

How Professional Organizers Can Help with the Divorce Process

October 18, 2022

How Professional Organizers Can Help with the Divorce Process Divorce is not just a painful process for all involved, it can also be complicated and difficult to navigate. Even after …

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