Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei

2027 Medicare Enrollment Q & A

October 16, 2026

What You Need to Know Before Making Your Choices *IMPORTANT VIDEO WITH PERTINENT QUESTIONS SECTION IS AT THE END OF THE BLOG In my experience over the past 30+ years of providing financial guidance and portfolio management, few things give clients greater concern than possible changes in their healthcare coverage. Each ...

When Success Creates a New Chapter

September 16, 2026

You worked hard to get here. You built the business. Advanced in your career. Took risks. Made difficult decisions. Became the person others rely …

Starting Over

August 26, 2026

Divorce is not only a legal transition – it is a financial identity transition.
Suddenly, decisions that were once made as a couple belong solely to you.

When We Becomes Me

August 10, 2026

There are few life transitions more profound than losing a spouse.
In an instant, life changes in ways that extend far beyond grief. This was my journey!

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.