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 ...

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 …

RELIABLE CONFIDENCE DURING UNCERTAINTY
3 Steps to Trusting Your Decisions

July 12, 2022

Investors face a very different environment today. While the future is always uncertain, today’s environment may be even more uncertain. We are living in a time of increasing inflation, increasing …