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 […]
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 Source: Cornell Chronicle The Big Takeaway: The more dependent you are on your partner, the more aligned your goals and […]
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 […]
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 […]
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 […]
Marriage is such a beautiful thing! Sealing the deal with your beloved can be magical! Y’all don’t want ANYTHING to get in the way of your burgeoning marriage – so […]
What comes to mind when you think about weddings? The happy couple? Wedding cake? A bumping reception? Wedding cake? Maybe the kiss? Or, perhaps, the wedding cake? What about the […]
If you have money invested in the stock market, there’s a good chance the recession is on your mind. Will high inflation lead us to a recession? What about the […]
Mistakes are abundant. We’ve all made them! Mistakes with our money, though, might be among the scariest – so it’s worth getting to know some of the most common ones […]
