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 ...

FINANCIAL PLANNING AFTER A LOSS
3 Things to Look For In An Advisor

May 26, 2022

Facing the loss of a partner can be overwhelming. Almost immediately, you may be expected to make financial decisions that impact your future. But when it feels like the rug …

Is 2022 the Year of the Next Financial Crisis? Maybe Not

May 19, 2022

Just when it seemed like the world was coming out of a two-year-long pandemic, the war in Ukraine has gas prices soaring and tensions about the future on the rise. …

Regarding HENRYs
Getting Your Assets in Order

May 19, 2022

Have you heard about HENRYs? An acronym for “High Earners, Not Rich Yet,” the term has risen in popularity in recent years and refers to those who have acquired a …