2020 May Be A Good Time For A ROTH

 Even during difficult financial times, opportunity can come knocking at your door. There is very little doubt that the current COVID19 pandemic has wreaked havoc on the U.S. economy, affecting […]

Summer Home Security Tips

Your home is your pride and joy and you should always feel safe and secure when you are in it.Summer is upon us and the warmer temperatures mean we are […]

Early Years: The Building Us Story

EPISODE SUMMARY In this episode of Building Us podcast, co-hosts Erik Garcia, CFP® and Dr. Matt Morris, LPC, LMFT discuss the impacts of money on relationships and business, the significance […]

How to Stop Stressing About Stress

EPISODE SUMMARY In this episode of Building Us podcast, co-hosts Erik Garcia, CFP®, and Dr. Matt Morris, LPC, LMFT, discuss better ways to deal with stress, the different kinds of […]

You Need a Vacation

EPISODE SUMMARY In this episode of Building Us podcast, co-hosts Erik Garcia, CFP® and Dr. Matt Morris, LPC, LMFT talk about the significance of taking a vacation and the physical […]

UPDATE: RMD Requirements 

If you missed the news, the IRS announced that if you already took out your maximum percent for your Required Minimum Distribution, you are still in luck.    According to […]