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 ...

A LIVE DISCUSSION
MARRIED WITH ASSETS: A Couples Guide to Navigating Financial Complexity

February 9, 2023

Wednesday February 22nd | 11:00am PST | 45 minutes LIVE DISCUSSION – MARRIED WITH ASSETS: A Couples Guide to Navigating Financial Complexity Join us on February 22nd for this 45-minute …

VIDEO: Behavioral Finance – Climbing the Wall of Worry

February 7, 2023

Behavioral Finance Video: CLIMBING THE WALL OF WORRY Climbing the wall of worry is the tendency for markets to rise despite always have something to worry about. And 2023 is …

8 Ways to Protect Your Home and Assets

January 31, 2023

For many people, property and casualty insurance policies are too often an afterthought. However, if the unexpected happens and adequate protection is not in place, the best financial plans and …

6 Tips to Help with Estate Planning for Children with Special Needs

January 11, 2023

6 Tips to Help with Estate Planning for Children with Special Needs The day-to-day challenges around caring for a child with special needs can make it difficult to think ahead. …