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 ...

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 …

Five Years Later:

March 13, 2025

Are We Entering Another Era Of Unprecedented Times? Five years ago, the world was blindsided. The COVID-19 pandemic swept the globe, disrupting lives and economies and fundamentally changing how we …