Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo, CFP®

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei, CFA

Designing Your Retirement

May 13, 2026

Retirement Series: “Transitions with Intention” - Part 3** **If you missed part 1 or part 2, they are available on our website at this link. A Morning of Meaningful Conversations Last weekend, I had the opportunity to volunteer on behalf of our professional association, The Financial Planning Association, at my local ...

VIDEO: Behavioral Finance – Boring is Beautiful

December 6, 2022

Behavioral Finance Video: BORING IS BEAUTIFUL Over the past few years, many investments have been hyped by the financial media and several have experienced near-parabolic gains. These include meme stocks, …

4 Ways To Control Your Spending – Part 1

December 5, 2022

Whether you are starting your first job or well into retirement, understanding where your money goes is crucial to avoiding financial stress. The explosion of internet shopping, credit cards with …

7 Tips for Navigating Loss During the Holidays

December 1, 2022

For those that have experienced loss, the holidays can be a tough time. Mourning a spouse, child, other family member, or even a pet can make it difficult to get …

VIDEO: Behavioral Finance – Pragmatic Perspectives

November 7, 2022

Behavioral Finance Video: PRAGMATIC PERSPECTIVES Year-to-date, the stock market is down 18%. Bonds are down 15% and the supposed inflation-fighting asset class of gold is down 10%. Many financial experts …