If you have been one of the many impacted by COVID-19 and you’re closer to retirement than some, then you should look through these tips to see what you can […]
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 […]
EPISODE SUMMARY In this episode of Building Us podcast, co-hosts Erik Garcia, CFP® and Dr. Matt Morris, LPC, LMFT discuss how the copy-paste model of emulating others works in achieving […]
After months of desolation at the airports, air travel has increased every week leading into the busy summer vacation season. With full flights becoming more of the norm, it is […]
The economy that we all wake up in each day under COVID-19 looks a lot different from the one that existed before the virus took hold in the United States […]
EPISODE SUMMARY In this episode of Building Us podcast, co-hosts Erik Garcia, CFP® and Dr. Matt Morris, LPC, LMFT talk about the significance and values of giving, the purpose it […]
EPISODE SUMMARY In this episode of Building Us podcast, co-hosts Erik Garcia, CFP® and Dr. Matt Morris, LPC, LMFT chat with guest Dr. Ashley Brooks, LPC, LMFT, the Director of Counseling at Restoration Counseling. They discuss […]
EPISODE SUMMARY In this episode of Building Us podcast, co-hosts Erik Garcia, CFP® and Dr. Matt Morris, LPC, LMFT, talk about the beautiful simplicity of a relationship, financial management as a couple, the importance […]
The current economic crisis was unexpected, but it hit quickly. Within a month, the stock market lost about a third of its value. Many investors were hit particularly hard. As […]
The recent global pandemic has caused many different types of economic fallout. It has resulted in many companies suspending the matching of their employee’s 401(k) contributions. The Plan Sponsor Council […]
