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 ...

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 …