Building wealth is the central part of a financial planner’s livelihood. So, entering into the industry, they’d be given good, sound advice… right? Erik Garcia, CFP®, BFA and Xavier Angel, […]
Mom and pop pharmacies are a part of many people’s lives. But behind the storefront, there’s a whole world of owning your own business, managing finances, and paying off student […]
Does your household need a Chief Financial Officer? Revisit this throwback episode of the Building Us podcast, where hosts Erik Garcia, CFP®, and Dr. Matt Morris, LPC, LMFT. are joined […]
Paying for college is tricky! Filling out the FAFSA, applying for loans, trying for scholarships… and then, debt. The process is anxiety inducing and sometimes ambiguous – but that doesn’t […]
Your body is valuable, especially if you work in a physical industry! So, if something happens to it, it’s nice to have the peace of mind that cash won’t stop […]
Social media is ubiquitous. Everyone uses it, including us, and including you (if you’re counting podcasts)! This includes people who give financial advice, even if it’s not always the best. […]
Finances are important. Building wealth is important. At Plan Wisely, we deal with money and stocks and finance all day long. But you know what’s really, really important? Relationships. Erik […]
What a year 2022 was! Ups and downs in the market, financial happiness, financial sadness… and now, we usher it out the door and welcome in 2023. Who knows what […]
Want Long-Lasting Love? Maybe It’s Time to Combine Your Finances Source: Cornell Chronicle The Big Takeaway: The more dependent you are on your partner, the more aligned your goals and […]
