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

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 ...

REAL FINANCIAL PLANNING FOR HENRYs
4 Ways High Earners Can Strategize for the Future

September 9, 2022

Are you a HENRY? If the term is new to you, HENRY is an acronym for High Earner, Not Rich Yet. It describes younger, high-income professionals who have the potential …

HOW TO CHOOSE THE RIGHT RETIREMENT COMMUNITY
Top Tips From Dr. Jim McCabe

September 9, 2022

There’s a lot to consider when it comes to retirement living options. Dr. Jim McCabe, president of Eldercare Resources, helps hundreds of families with elder care, retirement, and long-term care …

VIDEO: Behavioral Finance – The Virtue of Strategic Ignorance

September 8, 2022

Behavioral Finance Video by Jay Mooreland, MS, CFP® THE VIRTUE OF STRATEGIC IGNORANCE Strategic ignorance is a positive quality. It is choosing to ignore information that is detrimental to our …

7 Surprising College Planning Tips!

September 2, 2022

Some of us may recollect when going to college was a realistic and reasonably affordable way to a secure career path. Today, that notion is long gone. Now, parents desperately …