The Plan Wisely Resource Library
The Plan Wisely Resource Library is full of articles, videos, podcasts, and guides designed to help you navigate complex financial issues and make wise decisions. Explore topics like retirement planning, investing, taxes, insurance, debt, and long-term planning—so you can focus on what matters most and move forward with confidence.
FAQ
How Do I Financially Prepare for My Kids’ College?
By Erik Garcia
Preparing for your kids’ college can be an emotional money decision for parents. We don’t want to feel like we’re denying our kids their “dreams,” and that can make the financial side of college planning…
Topics College Planning, Kids & Money
Article
College Planning, The Plan Wisely Way
By Erik Garcia
Planning for college can feel overwhelming. With tuition costs rising and financial aid rules changing, it’s easy to feel stuck. And the truth is, the college planning conversation starts well before senior year. With the…
Topics College Planning
Podcast
Episode 79: Navigating Student Loans: A Roadmap to Funding College with John Hupalo
By Erik Garcia
In this episode, Erik Garcia, CFP®, and host of the Stuff About Money podcast, continues his conversation with John Hupalo from My College Corner, exploring the complex world of student loans. Building on their previous…
Podcast
Episode 78: Navigating FAFSA with John Hupalo
By Erik Garcia
In this episode of the “Stuff About Money” podcast, host Erik Garcia, CFP®, CHFC®, BFA®, welcomes back his good friend John Hupalo from mycollegecorner to discuss college financing. This is part one of their conversation,…
Podcast
Paying for College With Christen Arafeh
By Erik Garcia
College is CRAZY expensive. As a parent, where do you start planning for your child’s Higher Ed? There is so much competing for your money and with many colleges not offering merit-based financial aid, the…
Podcast
College Financing: Mastering FASFA, 529s & Essential Planning Tips with John Hupalo
By Erik Garcia
FAFSA? EFC? SAI? What does all this mean? College planning is complicated and overwhelming for both the student and the parent. There should be an easy button to plan for college. In this episode of…
Podcast
Education Planning: Xavier’s Story
By Xavier Angel
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, CLTC, tells Erik Garcia, CFP®,…
Podcast
College Loans and Financial Aid with John Hupalo
By Erik Garcia
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 mean it has to be!…
Article
Unraveling the Mysteries of College Financing
By Erik Garcia
When it comes to college financing, the maze of financial aid, FAFSA forms, student loans, and 529 plans can be overwhelming. But understanding these complexities is key to unlocking a brighter future. This guide empowers…
Topics College Planning
Article
Saving and Planning for Your Child’s College
By Erik Garcia
Saving and Planning for Your Child’s College College is CRAZY expensive. As a parent, where do you start planning for your child’s Higher Ed? There is so much competing for money. How much should you…
Topics College Planning
Podcast
Part 2: How Am I Going to Pay for College? With John Hupalo
By Erik Garcia
College is CRAZY expensive. As a parent, where do you start planning for your child’s Higher Ed? There is so much competing for money. How much should you be saving? Should you prioritize college savings…
Topics Building Us Podcast, College Planning
Podcast
Part 1: Where Do I Start in Planning for My Child’s College? With John Hupalo
By Erik Garcia
College is CRAZY expensive. As a parent, where do you start planning for your child’s Higher Ed? There is so much competing for money. How much should you be saving? Should you prioritize college savings…
Topics Building Us Podcast, College Planning
