Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo, CFP®

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei, CFA

The Common Thread in Every
New Beginning

July 6, 2026

Every Transition Has a Story Over the coming weeks, we will offer a 5-part series titled “Women in Transition: Rebuilding Financial Confidence After Change.” Over the course of this series, we will explore some of life's most significant transitions: Loss of a spouse Divorce Business or professional success A spouse’s health ...

Is 2022 Wiping Out My 2021 Retirement Plan? – Webinar Replay

October 4, 2022

Webinar Replay Is 2022 Wiping Out My 2021 Retirement Plan? A LIVE DISCUSSION Thanks to those who attended our LIVE DISCUSSION via Zoom. Below is the video of our meeting …

Chasing Returns to Get to Safety

September 14, 2022

A favorite (and costly) pastime of investors is to invest in assets that have recently done well. This happens in good times as investors seek better returns, and they happen …

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 …