The Plan Wisely Resource Library

When you lose your spouse, everything changes. The world keeps moving, but your world has stopped. In the quiet moments—or in the chaos—you’re left trying to make sense of both the emotional weight and the…

Marriage is a beautiful union that blends not only two lives but often two distinct financial landscapes. Discussing finances openly from the start sets the stage for a strong, collaborative financial partnership. Whether you choose…

Money is a flash point in marriages. Throw in income disparity between spouses and you have even more opportunity for complex, emotionally charged conflict. In this episode of the Stuff About Money podcast, Erik Garcia,…

Getting married is a major life event that comes with many changes, both personal and financial. It’s important to have open and honest conversations with your partner about your finances before you tie the knot….

Divorce is a complex reality that can have a profound impact on all aspects of our lives, including our finances. According to the Centers for Disease Control and Prevention, the divorce rate in the United…

What if relationships showed up on our balance sheets like our businesses and other investments do? Relationships as a Measure of Net Worth: How to Build Healthy Connections As a financial advisor, I’m used to…

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 interests are. Studies have shown…

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 take the time to learn…

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 finances? In this episode of…

In the premiere episode of the Stuff About Money They Didn’t Teach You In School podcast, co-hosts Erik Garcia CFP® and Xavier Angel ChFC, CLTC, are joined by Dr. Matt Morris LPC, LMFT, who explains…

Should couples have married or separate financial accounts? Dr. Matt Morris, LPC, LMFT, and Erik Garcia, CFP®, dive into the pros and cons of each – as well as some of the underlying psychology. The…

Managing Money as a Couple What does the data tell us about love and money? When you marry or simply share a household with someone, your life changes—and your approach to managing your money may…