Financial New Years Resolutions

Financial New Years Resolutions You might be like most people and make a new year’s resolution about your money. I want you to be unlike most people and actually achieve […]

Covid-10 Stimulus Package

There is lots of news of the day as 2020 is in the books. But most eyes have been following the latest $900 billion COVID-19 relief stimulus bill that the […]

Is Marriage a Straight Jacket?

Is marriage constraining or liberating? In this episode of the Building Us podcast, co-hosts Erik Garcia, CFP®, and Dr. Matt Morris, LPC, LMFT explain why marriage is a straight jacket […]

Why Is Saving Money So Hard?

Why is saving money so difficult? In this episode of the Building Us podcast, co-hosts Erik Garcia, CFP®, and Dr. Matt Morris, LPC, LMFT ask a handful of people about […]

Year-End Charitale Gift Giving and You

Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of […]

Trends in Charitable Giving

Trends in Charitable Giving According to Giving USA 2020, Americans gave an estimated $449.64 billion to charity in 2019. That’s one of the highest totals in more than 60 years […]