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 ...

Entering This Season of Gratitude

November 19, 2025

As we move into this Thanksgiving season, all of us at Gates Pass Advisors find ourselves reflecting not just on gratitude, but also on the emotional landscape so many people …

Headlines and Truths

November 10, 2025

Fact or Fake? The media often runs attention-grabbing headlines, which could hurt investors if taken at face value! We ensure your investment decisions are made based on your plan, not …

What Spooked Our Clients This Year?

October 31, 2025

At Gates Pass Advisors, we spend a lot of time not just managing portfolios but understanding the people behind them. Every year brings a new mix of hope, opportunity, and …

2026 Medicare Enrollment Q & A

October 3, 2025

What You Need to Know Before Making Your Choices *IMPORTANT VIDEO WITH PERTINENT QUESTIONS SECTION IS AT THE END OF THE BLOG In my experience over the past 30+ years …