Beautiful Simplicity

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 […]

Your 401k Match is Suspended. Now What?

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 […]

Estate Planning in a Pandemic 

The ongoing COVID-19 global pandemic has disrupted life in countless ways. The health crisis has led many people to examine their own mortality and realize that they are not prepared […]

CARES Act Creates Tax Relief 

In March 2020, the unemployment rate was 4.4 percent; just one month later the number had skyrocketed to 14.7 percent-the highest figure since the Great Depression of the 1930s. Some […]