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 ...

VIDEO: Behavioral Finance – 3 Investment Lessons From 2022

January 11, 2023

Behavioral Finance Video: 3 INVESTMENT LESSONS FROM 2022 1st Lesson – Surprises Happen In 2022, we were surprised by the Russian invasion of Ukraine. We also experienced record high gas …

4 Ways to Control Your Spending – Part 2

December 12, 2022

In our previous blog, 4 ways to Control Your Spending – Part 1, we looked at four tips to help you get a handle on your spending. Alison Salisbury, owner and founder …

VIDEO: Behavioral Finance – Boring is Beautiful

December 6, 2022

Behavioral Finance Video: BORING IS BEAUTIFUL Over the past few years, many investments have been hyped by the financial media and several have experienced near-parabolic gains. These include meme stocks, …

4 Ways To Control Your Spending – Part 1

December 5, 2022

Whether you are starting your first job or well into retirement, understanding where your money goes is crucial to avoiding financial stress. The explosion of internet shopping, credit cards with …