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 ...

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 …

How Investors Can Play the 2024 Election

October 21, 2024

Should we play the sectors? That’s not so easy. The media has been talking about how investors can play the presidential election with commentary on what changes to make to …

An Investment Lesson for the Ages

September 24, 2024

Every now-and-then, the stock market reminds us of some very important truths. We want to ensure your plan, not short-term outcomes, guides your investment decisions. © The Behavioral Finance Network …