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 – The Virtue of Strategic Ignorance

September 8, 2022

Behavioral Finance Video by Jay Mooreland, MS, CFP® THE VIRTUE OF STRATEGIC IGNORANCE Strategic ignorance is a positive quality. It is choosing to ignore information that is detrimental to our …

7 Surprising College Planning Tips!

September 2, 2022

Some of us may recollect when going to college was a realistic and reasonably affordable way to a secure career path. Today, that notion is long gone. Now, parents desperately …

7 SURPRISING COLLEGE PLANNING TIPS!
What We Learned From Dr. Nancy Paul

August 11, 2022

Some of us may recollect when going to college was a realistic and reasonably affordable way to a secure career path. Today, that notion is long gone. Now, parents desperately …

MOVING FORWARD IN UNCERTAIN TIMES
An Economic Downturn is an Ideal Time to Explore Your Financial Options

August 10, 2022

Many people are experiencing a heightened sense of uncertainty this year. The most obvious reason for this is the increase in consumer prices… or inflation. How many of your recent …