Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei

Estate Planning

October 23, 2026

It's Not Just About Having a Plan. It's About Keeping It Relevant. Some of the most important conversations we have with clients aren't about investments or retirement. They're about decision-making when it comes to family, relationships, anticipated changing circumstances, and choosing the people we trust to carry out our wishes when ...

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 …

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 …