Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo, CFP®
Esther Szabo, CFP®

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YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei, CFA
Erik Schei, CFA

When Life Changes, Your Plan Should Too

Life seldom moves in a straight line. It is a sequence of transitions, each with its own financial implications.  Careers evolve, families grow, retirements begin, homes need to be sold and reset, and sometimes unexpected events change the path entirely. Each of these moments can bring financial decisions that feel complex ...
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7 SURPRISING COLLEGE PLANNING TIPS!
What We Learned From Dr. Nancy Paul

August 11, 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 …

MOVING FORWARD IN UNCERTAIN TIMES
An Economic Downturn is an Ideal Time to Explore Your Financial Options

August 10, 2022

Many people are experiencing a heightened sense of uncertainty this year. The most obvious reason for this is the increase in consumer prices… or inflation. How many of your recent …

SUDDEN MONEY INSIGHTS PODCAST
Esther Szabo Invited as Guest Speaker

August 1, 2022

Gates Pass Advisor’s own Esther Szabo, CeFT® is a guest on the May 24 episode of the “Sudden Money Insights” podcast. In this episode, Esther shares with host, Susan Bradley, the …

VIDEO: Behavioral Finance – Attention Allocation

July 18, 2022

Behavioral Finance Video by Jay Mooreland, MS, CFP® ATTENTION ALLOCATION You may be familiar with the term asset allocation, which is how we divide up our assets (stocks, bonds, cash …

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