Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo, CFP®
Esther Szabo, CFP®

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei, CFA
Erik Schei, CFA

The Common Thread in Every
New Beginning

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 ...
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7 Tips for Navigating Loss During the Holidays

December 16, 2024

For those that have experienced loss, the holidays can be a tough time. Mourning a spouse, child, other family member, or even a pet can make it difficult to get …

A Personal Thanksgiving Story

November 21, 2024

The impact of direct giving. Like many students, Esther faced the dual challenge of maintaining her grades and securing enough funds to meet her educational expenses. To help pay her …

Calm Amid Crises

November 21, 2024

Focusing on your investment plan can help you remain calm during a crisis. The 2024 Presidential Election had strong feelings and opinions on both sides, and potential uncertainty could morph …

Supporting Your Spouse Through Dementia

October 31, 2024

A Path of Compassion and Strength In moments that challenge us to our core, where the predictability of life ebbs away, and we face the raw realities that accompany diagnoses …

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