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 ...

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 …

Are You Leaving Money On The Table?

July 31, 2025

The Real Cost of Not Having a Financial Plan At Gates Pass Advisors, we meet many couples in their 50s and 60s who have saved diligently yet still feel uncertain …

2025 Market Twist & Turns

July 17, 2025

It’s been a turbulent year for investors! Both in terms of news and stock market movements, and they want to get off the Roller Coaster! Ready to move past the …