Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei

Estate Planning

October 23, 2026

It's Not Just About Having a Plan. It's About Keeping It Relevant. Some of the most important conversations we have with clients aren't about investments or retirement. They're about decision-making when it comes to family, relationships, anticipated changing circumstances, and choosing the people we trust to carry out our wishes when ...

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 …

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 …