The Plan Wisely Resource Library

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…

In this episode of Stuff About Money They Didn’t Teach You in School, certified financial planners Erik Garcia, CFP®, and Xavier Angel, CFP®, are joined by Javier Sanchez, AVP of Financial Literacy for Fidelity Bank….

We all want our kids to develop healthy money habits. We want them to grow to be financially independent humans. They need to develop the skills to face life’s financial challenges while the consequences are…

Are girls really bad at math? If something costs less than $5, it’s practically free, right? If I return something and get a store credit, I make money, correct? LOL Xavier Angel, CFP®, ChFC, CLTC,…

Teaching Kids About Money Today? It Could Mean Better Relationships In The Future Source: BYU News The Big Takeaway: Kids who learn budgeting and saving habits early in life are more likely to have healthy relationships in…

Most Americans believe parents should teach their kids about money, but the reality is parents rarely engage their kids in healthy conversations about money. In this episode of the Stuff About Money podcast, Erik Garcia,…

Did you know that children’s financial habits are set by the age of seven? They also start picking up on money concepts as young as three! The habits they emulate come almost entirely from parents…

4 Traits to Teach Your Kids to Set Them Up for Financial Success When’s the last time you talked about money and finances? Not just your monthly budgeting, but about principles and values that you…

Yay! They had their baby. In this episode of the Building Us podcast, hosted by Erik Garcia, CFP®, and Dr. Matt Morris, LPC, LMFT, listen in as Izabela Cormier and Lee Cormier share their experience…

We are having our first baby, in one month! Listen in as Lee Cormier and Izabela Cormier, of Canal Street Church, share their pregnancy story and talk about the physical and emotional aspects of becoming…

One year later, “Feeling Upside Down?”, the poem Dr. Laura Hernandez penned to help kids cope with the pandemic, is still relevant. Dr. Matt Morris, LPC, LMFT and Erik Garcia, CFP® discuss with Dr. Hernandez…

 Is your child getting enough sleep? Dr. Nilong Vyas, the Owner of Sleepless in NOLA, discusses why children must have an adequate amount of sleep and why it makes a big difference in this…