Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei

When We Becomes Me

August 10, 2026

Rebuilding Financial Confidence After the Loss of a Spouse There are few life transitions more profound than losing a spouse. In an instant, life changes in ways that extend far beyond grief. Along with the emotional loss comes a new reality; one that often includes making financial decisions alone for the ...

VIDEO: Behavioral Finance – Investing in a Bear Market

October 17, 2022

Behavioral Finance Video by Jay Mooreland, MS, CFP® INVESTING IN A BEAR MARKET Investing in bear markets can be scary. Anxiety, concern, and fear are normal to feel. Negative outlooks …

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 …