Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei

When We Becomes Me

August 10, 2026

Rebuilding Financial Confidence After the Loss of a Spouse There are few life transitions more profound than losing a spouse. In an instant, life changes in ways that extend far beyond grief. Along with the emotional loss comes a new reality; one that often includes making financial decisions alone for the ...

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 …

Engaging a Fiduciary for your Dependent Adult Child

September 20, 2024

Embracing the Future with Confidence At Gates Pass Advisors, we find that many prospective clients tell us with some trepidation, “My family situation is a little unusual.” I always smile …