Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo, CFP®

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei, CFA

Designing Your Retirement

May 13, 2026

Retirement Series: “Transitions with Intention” - Part 3** **If you missed part 1 or part 2, they are available on our website at this link. A Morning of Meaningful Conversations Last weekend, I had the opportunity to volunteer on behalf of our professional association, The Financial Planning Association, at my local ...

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 …

Personal Guidance Still Matters!

August 28, 2025

Artificial intelligence is the hot topic. It has fueled stock market appreciation and entered our lives in numerous ways. If you are engaged digitally, you’ll find apps that recommend the …

Market At Highs – What’s Next?

August 28, 2025

In late July the market again reached all-time highs… … surging higher despite ongoing concerns. With all that is going on, you may think the market is overextended, and knowing …