Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo, CFP®

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei, CFA

When Technology Changes Faster Than We Can Measure

AI, Uncertainty, and the Importance of Financial Planning

May 29, 2026

Artificial intelligence is already reshaping the economy in ways both visible and difficult to measure. As Greg Ip recently wrote in The Wall Street Journal: “AI is more like a hurricane-strength weather system making itself felt across the entire economy. It is distorting the stock market, profits, the speed and composition ...

Maximizing RSU Grants

June 11, 2025

You’ve got RSU’s. Now what? If you’re working in tech, chances are RSUs (Restricted Stock Units) are a big part of your compensation. Between debugging code, late-night product launches, and …

Dealing With Losses

May 29, 2025

At times like these, it is totally natural for our minds to go haywire… … with a strong urge to get to safety by selling now and asking questions later. …

To Single Moms: Happy Mother’s Day!

May 9, 2025

You’re Not Just a Mother, You’re a Superhero. Mother’s Day. It’s a day filled with brunch reservations, bouquets, and heartfelt appreciation for the incredible women who raised us. But for …

Investing In The Worst Time?

April 10, 2025

The headlines scream uncertainty. Potential sweeping changes in global trade, talk of inflation, rising interest rates, and potential recession fill the airwaves. It certainly feels like the worst possible time …