Getting There Blogs

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

Esther Szabo
Esther Szabo

From:

YOUR GATES PASS
PERSONAL FINANCIAL GUIDES

Erik Schei
Erik Schei

2027 Medicare Enrollment Q & A

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 ...
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Entering This Season of Gratitude

November 19, 2025

As we move into this Thanksgiving season, all of us at Gates Pass Advisors find ourselves reflecting not just on gratitude, but also on the emotional landscape so many people …

Headlines and Truths

November 10, 2025

Fact or Fake? The media often runs attention-grabbing headlines, which could hurt investors if taken at face value! We ensure your investment decisions are made based on your plan, not …

What Spooked Our Clients This Year?

October 31, 2025

At Gates Pass Advisors, we spend a lot of time not just managing portfolios but understanding the people behind them. Every year brings a new mix of hope, opportunity, and …

2026 Medicare Enrollment Q & A

October 3, 2025

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 …

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