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 ...

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 …

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. …