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 ...

7 Tips for Navigating Loss During the Holidays

December 1, 2022

For those that have experienced loss, the holidays can be a tough time. Mourning a spouse, child, other family member, or even a pet can make it difficult to get …

VIDEO: Behavioral Finance – Pragmatic Perspectives

November 7, 2022

Behavioral Finance Video: PRAGMATIC PERSPECTIVES Year-to-date, the stock market is down 18%. Bonds are down 15% and the supposed inflation-fighting asset class of gold is down 10%. Many financial experts …

5 Ways to Maximize your Employee Benefits

November 2, 2022

5 Ways to Maximize your Employee Benefits Looking through an employee benefits packet can be overwhelming, especially if you just started a new position. But the decisions you make about …

Taking Care of Medicare in the United States

October 31, 2022

Taking Care of Medicare in the United States In the United States, Medicare can be a confusing subject to navigate, especially alone. With the annual enrollment period open from October …