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 ...

Investing Amid Conflicting Signals

June 27, 2025

Despite negative sentiment, investors have continued to buy stocks. Warren Buffett said, “People have emotions, but you’ve got to check them at the door when you invest.” Ready to move …

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 …