The Plan Wisely Resource Library

Every few years, investors start to feel like something fundamental has changed about the markets. The headlines are louder.The technology feels more disruptive.And the pace of change makes it seem like the old rules may…

There’s a phrase we tend to hear more often than anyone would like: “He handled that.” Sometimes it’s said casually.Sometimes it’s said with pride.Sometimes it’s said through tears. And recently, I didn’t just hear it…

For many pharmacists, the journey to the pharmacy counter is paved with years of rigorous study, late-night rotations, and a significant accumulation of student debt. Whether you are currently navigating your P4 year, stepping into…

Erik Garcia⁠, CFP®, ChFC®, BFA™, welcomes back ⁠Phil Blancato⁠ for their annual market conversation, now a tradition on Stuff About Money They Didn’t Teach You In School. Phil is Chief Market Strategist at ⁠Osaic Wealth⁠,…

In a world dominated by “get rich quick” TikToks and 24-hour news cycles focused on market volatility, it is easy to feel like you have missed the boat. For many professionals and business owners in…

Let’s just say it: Women don’t experience wealth the same way men do. Not because we’re less capable.Not because we’re less ambitious.But because life tends to ask different things of us. Over the years, sitting…

In this episode of Stuff About Money They Didn’t Teach You in School, Erik Garcia, CFP®, ChFC®, BFA™ and Xavier Angel, CFP®, ChFC®, CLTC® begin a two-part series on how wealth is actually built and…

As financial planners, we spend our days looking at spreadsheets, analyzing market trends, and reviewing portfolios. However, over the last few years, our focus has shifted significantly from the technical side of money to the…

Navigating the complexities of personal finance requires more than just picking stocks; it demands a strategic approach that aligns your financial resources with your life goals. At Plan Wisely Wealth Advisors, we believe in transparency,…

I recently had the chance to sit in on a speaking session at the IndieTech Conference, where Erik Garcia addressed a room full of agency owners. Now, coming from the financial side of the table,…

I recently came across a piece of research that stopped me in my tracks. According to data summarized by Grey Matter Research in their analysis of the average American donor, Americans overestimate what they give…

In this milestone episode of Stuff About Money They Didn’t Teach You in School, Erik Garcia, CFP®, ChFC®, BFA™, and co-host Xavier Angel, CFP®, ChFC®, CLTC®, reflect on what they’ve learned after reaching 100 episodes of honest,…