Education planning comes with many obstacles, like student loans, meal plans, housing… and, as some of you will come to find out, what happens after graduation. Xavier Angel, CFP®, ChFC, […]
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, […]
What if relationships showed up on our balance sheets like our businesses and other investments do? Relationships as a Measure of Net Worth: How to Build Healthy Connections As a […]
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 […]
