The Plan Wisely Resource Library

In this solo episode of Stuff About Money They Didn’t Teach You in School, ⁠Xavier Angel⁠, CFP®, ChFC®, CLTC, steps behind the mic to wrestle with a tough truth: planning isn’t optional, not if you…

In this moving episode of the Stuff About Money They Didn’t Teach You in School podcast, Xavier Angel, CFP®, ChFC®, CLTC, sits down with Giovani Arenas, business partner of Erik Garcia, CFP®, BFA™, ChFC®, at…

We love our pop culture stereotypes. We celebrate the lovable broke protagonist—the charming, debt-ignoring artist or the coffee-shop regular who somehow affords a massive New York apartment. We also adore the dizzying poor-to-rich fashion montage,…

The One Detail That Can Make or Break Your Financial Legacy You’ve worked hard to build your financial future. You’ve diligently saved, strategically invested, and carefully planned to create a lasting legacy for yourself and…

In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC, are joined by Attorney at Law Ryan McBride to discuss the basics of estate planning. They…

When we pass, there will be debts that are left unpaid even if we stay caught up with our financial obligations. At the very least, there will be the medical bills accrued towards the end…

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 for the end of life…

The largest wealth transfer in the history of the world is currently in process. It’s estimated that around $68 trillion will switch hands over the next 25 years. Baby Boomers are currently retiring, and many…

September is Life Insurance Awareness Month which gives us a reason to talk about a subject that some try to avoid.  Life insurance can conjure up dark images.  Many people are jarred into realizing the…