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Are you a “but” thinker or an “and” thinker?

by Erik Garcia

Source: Harvard Business Review The Big Takeaway: When faced with a tough decision, most people think in terms of either/or. You can only choose one. Many successful people, however, think […]

Getting things done – even if they’re not fun

by Erik Garcia

Source: Psychology Today The Big Takeaway: It’s not always easy to get to everything on your to-do list. Things like exercise, eating right, and saving money for your future are […]

Farewell, 2022, and Hello, 2023!

by Erik Garcia

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

by Erik Garcia

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 […]

Secure Act 2.0 Impact on Business Retirement Planning with Vinnie Allard, AIF®

by Erik Garcia

For the majority of Americans, retiring is an inevitable stage of life, one that comes with both the promise of relaxing without having to work and the threat of saving […]

Money: The relationship maker or breaker

by Erik Garcia

Money: The relationship maker or breaker Source: CNBC The Big Takeaway: Money is one of the most common things couples argue about, but it doesn’t have to be. If you […]

Financial Literacy and Leaving the Classroom with The Great Teacher Resignation

by Erik Garcia

Walking away from your job is hard, no matter what your job is. With it comes financial questions that you’ll have to answer. Whoever you are, being financially literate will […]

“If It’s to Be, It’s Up to Me”, Visioning and Role Modeling With Daniel Seong

by Erik Garcia

In this installment of the Stuff About Money podcast, Erik Garcia, CFP®, BFA, and Xavier Angel, CFP®, ChFC, CLTC, are joined by TikTok sensation Daniel Seong to discuss growing wealth from […]

Coffee: Is it helping or hurting your budgeting abilities?

by Erik Garcia

Source: Science Daily The Big Takeaway: Researchers found that people who drink caffeinated coffee before shopping spend 50% more on average compared to people who drink water or decaffeinated coffee. If you’re […]

Materialism vs. The Holidays

by Erik Garcia

Source: American Psychological Association The Big Takeaway: Materialism doesn’t typically have a positive relationship with well-being. Getting more “stuff” doesn’t always make you feel better about yourself. However, these negative correlations can […]

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